Inlet Private Wealth’s Federated Hermes FHI Stock Holding History

Inlet Private Wealth’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	$2.25M	Sell	40,750 -9,000	-18%	-$509K	0.55%	56
2026 Q1	$2.82M	Sell	49,750 -11,000	-18%	-$602K	0.72%	49
2025 Q4	$3.16M	Sell	60,750 -4,100	-6%	-$208K	0.73%	45
2025 Q3	$3.37M	Sell	64,850 -1,000	-2%	-$50.7K	0.76%	43
2025 Q2	$2.92M	Sell	65,850 -9,300	-12%	-$383K	0.72%	46
2025 Q1	$3.06M	Sell	75,150 -3,500	-4%	-$137K	0.8%	42
2024 Q4	$3.23M	Sell	78,650 -45,300	-37%	-$1.83M	0.86%	40
2024 Q3	$4.56M	Sell	123,950 -33,150	-21%	-$1.14M	1.16%	30
2024 Q2	$5.17M	Sell	157,100 -7,400	-4%	-$248K	1.41%	25
2024 Q1	$5.94M	Sell	164,500 -400	-0.2%	-$14.1K	1.66%	20
2023 Q4	$5.58M	Sell	164,900 -8,700	-5%	-$283K	1.71%	19
2023 Q3	$5.88M	Sell	173,600 -1,300	-0.7%	-$44.8K	1.93%	15
2023 Q2	$6.27M	Buy	174,900 +2,150	+1%	+$83.1K	1.58%	17
2023 Q1	$6.93M	Sell	172,750 -800	-0.5%	-$31.4K	1.8%	16
2022 Q4	$6.3M	Buy	173,550 +2,200	+1%	+$77.2K	1.62%	16
2022 Q3	$5.67M	Buy	171,350 +4,000	+2%	+$137K	1.69%	15
2022 Q2	$5.32M	Buy	167,350 +140,317	+519%	+$4.45M	1.52%	17
2022 Q1	$921K	Hold	27,033	–	–	0.23%	81
2021 Q4	$1.02M	Hold	27,033	–	–	0.25%	83
2021 Q3	$879K	Hold	27,033	–	–	0.24%	83
2021 Q2	$917K	Hold	27,033	–	–	0.24%	82
2021 Q1	$846K	Hold	27,033	–	–	0.24%	79
2020 Q4	$781K	Hold	27,033	–	–	0.26%	78
2020 Q3	$581K	Hold	27,033	–	–	0.23%	86
2020 Q2	$641K	Hold	27,033	–	–	0.26%	78
2020 Q1	$515K	Hold	27,033	–	–	0.24%	82
2019 Q4	$881K	Hold	27,033	–	–	0.29%	80
2019 Q3	$876K	Hold	27,033	–	–	0.32%	76
2019 Q2	$914K	Hold	27,033	–	–	0.33%	78
2019 Q1	$792K	Buy	27,033 +7,033	+35%	+$195K	0.32%	78
2018 Q4	$531K	Buy	+20,000	New	+$497K	0.29%	73

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

Inlet Private Wealth's FHI Position: Q2 2026 in Review

Inlet Private Wealth reduced its Federated Hermes (FHI) stake by 18% in Q2 2026, selling an estimated $509K and leaving 40,750 shares worth $2.25M. The position accounts for 0.55% of the portfolio, ranked #56.

Inlet Private Wealth first reported a position in FHI in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.93M in Q1 2023. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Inlet Private Wealth held 40,750 shares of Federated Hermes worth $2.25M as of Q2 2026.
Inlet Private Wealth sold 9,000 Federated Hermes shares in Q2 2026, an estimated $509K.
Federated Hermes made up 0.55% of Inlet Private Wealth's portfolio in Q2 2026, its #56 holding.
Inlet Private Wealth first reported a position in Federated Hermes in Q4 2018 and has held it in 31 quarters since.
Inlet Private Wealth's Federated Hermes position peaked at $6.93M in Q1 2023.
390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Inlet Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.