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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
2018
Q1 		– Sell
-15,000
Closed -$541K – 223
2017
Q4 		$541K Buy
+15,000
New +$486K 0.02% 169

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.