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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 – 1894
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 0.01% 518
2025
Q2 		$2.38M Hold
53,600
– – 0.02% 474
2025
Q1 		$2.19M Buy
+53,600
New +$2.09M 0.02% 552
2024
Q3 		– Sell
-32,500
Closed -$1.07M – 1543
2024
Q2 		$1.07M Buy
+32,500
New +$1.09M 0.01% 723

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jefferies Financial Group's FHI Position: Q1 2026 in Review

Jefferies Financial Group sold out of Federated Hermes (FHI) in Q1 2026, closing a stake of 15,889 shares — an estimated $827K sold.

Jefferies Financial Group first reported a position in FHI in Q2 2024 and held it in 5 quarters. The position peaked at $2.93M in Q3 2025. 401 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • Jefferies Financial Group reported no remaining Federated Hermes position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 15,889 Federated Hermes shares in Q1 2026, an estimated $827K.
  • Jefferies Financial Group first reported a position in Federated Hermes in Q2 2024 and held it in 5 quarters.
  • Jefferies Financial Group's Federated Hermes position peaked at $2.93M in Q3 2025.
  • 401 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.