JG
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Jain Global’s Federated Hermes FHI Stock Holding History

Jain Global’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
2025
Q3 		– Sell
-8,382
Closed -$371K – 1176
2025
Q2 		$371K Buy
+8,382
New +$345K ﹤0.01% 850
2025
Q1 		– Sell
-7,645
Closed -$314K – 1164
2024
Q4 		$314K Buy
+7,645
New +$309K 0.01% 551

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jain Global's FHI Position: Q3 2025 in Review

Jain Global sold out of Federated Hermes (FHI) in Q3 2025, closing a stake of 8,382 shares — an estimated $371K sold.

Jain Global first reported a position in FHI in Q4 2024 and held it in 2 quarters. The position peaked at $371K in Q2 2025. 371 funds tracked by Wall St. Rank hold FHI as of Q3 2025.

  • Jain Global reported no remaining Federated Hermes position as of Q3 2025 after selling out during the quarter.
  • Jain Global sold 8,382 Federated Hermes shares in Q3 2025, an estimated $371K.
  • Jain Global first reported a position in Federated Hermes in Q4 2024 and held it in 2 quarters.
  • Jain Global's Federated Hermes position peaked at $371K in Q2 2025.
  • 371 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2025.

Based on Jain Global's 13F filing for Q3 2025, filed 14 Nov 2025.