James T. Borello
FHI icon

James T. Borello’s Federated Hermes FHI Stock Holding History

James T. Borello’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
Q3 		$282 Hold
5
– – ﹤0.01% 1091
2026
Q2 		$276 Buy
+5
New +$283 ﹤0.01% 1102

Other funds holding FHI

Schneider Downs Wealth Management Advisors
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return
Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Kendall Capital Management
Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Alpha Omega Wealth Management
Alpha Omega Wealth Management Richmond, Virginia $665M AUM 18.39% 1-Year Est. Return
Vista Investment Partners
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

James T. Borello's FHI Position: Q3 2026 in Review

James T. Borello held its Federated Hermes (FHI) position steady in Q3 2026 at 5 shares worth $282. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

James T. Borello first reported a position in FHI in Q2 2026 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold FHI as of Q3 2026.

  • James T. Borello held 5 shares of Federated Hermes worth $282 as of Q3 2026.
  • James T. Borello left its Federated Hermes share count unchanged in Q3 2026.
  • Federated Hermes made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1091 holding.
  • James T. Borello first reported a position in Federated Hermes in Q2 2026 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.