JFG
FHI icon

Jefferies Financial Group’s Federated Hermes FHI Stock Holding History

Jefferies Financial Group’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
Q1 		– Sell
-15,889
Closed -$827K – 1903
2025
Q4 		$827K Sell
15,889
-40,451
-72% -$2.05M 0.01% 1164
2025
Q3 		$2.93M Buy
56,340
+2,740
+5% +$139K 0.03% 518
2025
Q2 		$2.38M Hold
53,600
– – 0.04% 474
2025
Q1 		$2.19M Buy
+53,600
New +$2.09M 0.04% 552
2024
Q3 		– Sell
-32,500
Closed -$1.07M – 1551
2024
Q2 		$1.07M Buy
+32,500
New +$1.09M 0.02% 723

Other funds holding FHI

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return