Integrated Wealth Concepts’s Federated Hermes FHI Stock Holding History

Integrated Wealth Concepts’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	$84.5K	Buy	+1,531	New	+$86.6K	﹤0.01%	2947

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

Integrated Wealth Concepts's FHI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Federated Hermes (FHI) in Q2 2026: 1,531 shares worth $84.5K. The stake represents ﹤0.01% of the portfolio and ranks #2947 among its holdings.

390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Integrated Wealth Concepts held 1,531 shares of Federated Hermes worth $84.5K as of Q2 2026.
Federated Hermes was a new Integrated Wealth Concepts position in Q2 2026.
Federated Hermes made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2947 holding.
390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.