InceptionR’s Federated Hermes FHI Stock Holding History

InceptionR’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
2026 Q2	$302K	Buy	+5,475	New	+$310K	0.07%	464
2026 Q1	–	Sell	-13,638	Closed	-$710K	–	733
2025 Q4	$710K	Buy	+13,638	New	+$693K	0.2%	189
2025 Q1	–	Sell	-22,026	Closed	-$905K	–	647
2024 Q4	$905K	Buy	22,026 +14,800	+205%	+$598K	0.2%	184
2024 Q3	$266K	Buy	+7,226	New	+$247K	0.06%	489
2024 Q1	–	Sell	-10,133	Closed	-$343K	–	626
2023 Q4	$343K	Buy	+10,133	New	+$330K	0.24%	185
2023 Q2	–	Sell	-11,625	Closed	-$467K	–	486
2023 Q1	$467K	Buy	+11,625	New	+$456K	0.15%	257

Other funds holding FHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

InceptionR's FHI Position: Q2 2026 in Review

InceptionR opened a new position in Federated Hermes (FHI) in Q2 2026: 5,475 shares worth $302K. The stake represents 0.07% of the portfolio and ranks #464 among its holdings. This is a return to the name: InceptionR previously reported a position in FHI as recently as Q4 2025.

InceptionR first reported a position in FHI in Q1 2023 and has held it in 6 quarters since. The position peaked at $905K in Q4 2024. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

InceptionR held 5,475 shares of Federated Hermes worth $302K as of Q2 2026.
Federated Hermes was a new InceptionR position in Q2 2026.
Federated Hermes made up 0.07% of InceptionR's portfolio in Q2 2026, its #464 holding.
InceptionR first reported a position in Federated Hermes in Q1 2023 and has held it in 6 quarters since.
InceptionR's Federated Hermes position peaked at $905K in Q4 2024.
390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.