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Interval Partners’s Federated Hermes FHI Stock Holding History

Interval Partners’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 		$8.8M Buy
159,332
+94,096
+144% +$5.32M 0.23% 133
2026
Q1 		$3.7M Sell
65,236
-15,971
-20% -$875K 0.1% 168
2025
Q4 		$4.23M Sell
81,207
-44,211
-35% -$2.25M 0.08% 208
2025
Q3 		$6.51M Sell
125,418
-76,275
-38% -$3.87M 0.11% 184
2025
Q2 		$8.94M Sell
201,693
-208,282
-51% -$8.57M 0.15% 152
2025
Q1 		$16.7M Buy
409,975
+236,365
+136% +$9.22M 0.35% 59
2024
Q4 		$7.14M Sell
173,610
-192,134
-53% -$7.76M 0.14% 145
2024
Q3 		$13.4M Buy
365,744
+59,599
+19% +$2.04M 0.3% 85
2024
Q2 		$10.1M Sell
306,145
-103,709
-25% -$3.48M 0.22% 107
2024
Q1 		$14.8M Buy
409,854
+154,370
+60% +$5.42M 0.41% 72
2023
Q4 		$8.65M Buy
255,484
+21,195
+9% +$690K 0.25% 117
2023
Q3 		$7.94M Buy
234,289
+150,290
+179% +$5.18M 0.24% 112
2023
Q2 		$3.01M Sell
83,999
-51,000
-38% -$1.97M 0.11% 166
2023
Q1 		$5.42M Buy
134,999
+119,725
+784% +$4.7M 0.21% 125
2022
Q4 		$555K Sell
15,274
-21,002
-58% -$737K 0.03% 203
2022
Q3 		$1.2M Sell
36,276
-108,139
-75% -$3.69M 0.05% 231
2022
Q2 		$4.59M Sell
144,415
-56,926
-28% -$1.8M 0.24% 115
2022
Q1 		$6.86M Sell
201,341
-89,736
-31% -$3.05M 0.33% 91
2021
Q4 		$10.9M Buy
291,077
+27,936
+11% +$969K 0.47% 53
2021
Q3 		$8.55M Sell
263,141
-2,807
-1% -$91.6K 0.35% 77
2021
Q2 		$9.02M Buy
+265,948
New +$8.47M 0.37% 79
2019
Q3 		– Sell
-194,958
Closed -$6.34M – 225
2019
Q2 		$6.34M Buy
+194,958
New +$6.16M 0.25% 93
2017
Q3 		– Sell
-94,494
Closed -$2.67M – 190
2017
Q2 		$2.67M Sell
94,494
-5,489
-5% -$147K 0.12% 166
2017
Q1 		$2.63M Buy
99,983
+49,084
+96% +$1.31M 0.13% 151
2016
Q4 		$1.44M Buy
+50,899
New +$1.41M 0.09% 144

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Interval Partners's FHI Position: Q2 2026 in Review

Interval Partners increased its Federated Hermes (FHI) stake by 144% in Q2 2026, buying an estimated $5.32M and bringing the position to 159,332 shares worth $8.8M. The position accounts for 0.23% of the portfolio, ranked #133.

Interval Partners first reported a position in FHI in Q4 2016 and has held it in 25 quarters since. The position peaked at $16.7M in Q1 2025. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Interval Partners held 159,332 shares of Federated Hermes worth $8.8M as of Q2 2026.
  • Interval Partners bought 94,096 Federated Hermes shares in Q2 2026, an estimated $5.32M.
  • Federated Hermes made up 0.23% of Interval Partners's portfolio in Q2 2026, its #133 holding.
  • Interval Partners first reported a position in Federated Hermes in Q4 2016 and has held it in 25 quarters since.
  • Interval Partners's Federated Hermes position peaked at $16.7M in Q1 2025.
  • 391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Interval Partners's 13F filing for Q2 2026, filed 14 Aug 2026.