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IEQ Capital’s Federated Hermes FHI Stock Holding History

IEQ Capital’s Portfolio FHI Stock Details FHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9,011
Closed -$399K – 1923
2025
Q2 		$399K Buy
9,011
+1,533
+21% +$63.1K ﹤0.01% 1267
2025
Q1 		$305K Sell
7,478
-1,098
-13% -$42.9K ﹤0.01% 1175
2024
Q4 		$353K Buy
+8,576
New +$346K ﹤0.01% 967

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IEQ Capital's FHI Position: Q3 2025 in Review

IEQ Capital sold out of Federated Hermes (FHI) in Q3 2025, closing a stake of 9,011 shares — an estimated $399K sold.

IEQ Capital first reported a position in FHI in Q4 2024 and held it in 3 quarters. The position peaked at $399K in Q2 2025. 371 funds tracked by Wall St. Rank hold FHI as of Q3 2025.

  • IEQ Capital reported no remaining Federated Hermes position as of Q3 2025 after selling out during the quarter.
  • IEQ Capital sold 9,011 Federated Hermes shares in Q3 2025, an estimated $399K.
  • IEQ Capital first reported a position in Federated Hermes in Q4 2024 and held it in 3 quarters.
  • IEQ Capital's Federated Hermes position peaked at $399K in Q2 2025.
  • 371 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2025.

Based on IEQ Capital's 13F filing for Q3 2025, filed 14 Nov 2025.