Jacobs Levy Equity Management’s Federated Hermes FHI Stock Holding History

Jacobs Levy Equity Management’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	$2.08M	Sell	37,726 -163,129	-81%	-$9.22M	0.01%	587
2026 Q1	$11.4M	Sell	200,855 -8,475	-4%	-$464K	0.05%	288
2025 Q4	$10.9M	Buy	209,330 +6,640	+3%	+$337K	0.04%	290
2025 Q3	$10.5M	Sell	202,690 -52,065	-20%	-$2.64M	0.04%	288
2025 Q2	$11.3M	Sell	254,755 -20,165	-7%	-$829K	0.04%	284
2025 Q1	$11.2M	Buy	+274,920	New	+$10.7M	0.04%	320
2023 Q2	–	Sell	-71,021	Closed	-$2.85M	–	1002
2023 Q1	$2.85M	Buy	+71,021	New	+$2.79M	0.02%	509

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

Jacobs Levy Equity Management's FHI Position: Q2 2026 in Review

Jacobs Levy Equity Management reduced its Federated Hermes (FHI) stake by 81% in Q2 2026, selling an estimated $9.22M and leaving 37,726 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #587.

Jacobs Levy Equity Management first reported a position in FHI in Q1 2023 and has held it in 7 quarters since. The position peaked at $11.4M in Q1 2026. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Jacobs Levy Equity Management held 37,726 shares of Federated Hermes worth $2.08M as of Q2 2026.
Jacobs Levy Equity Management sold 163,129 Federated Hermes shares in Q2 2026, an estimated $9.22M.
Federated Hermes made up 0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #587 holding.
Jacobs Levy Equity Management first reported a position in Federated Hermes in Q1 2023 and has held it in 7 quarters since.
Jacobs Levy Equity Management's Federated Hermes position peaked at $11.4M in Q1 2026.
390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.