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JFS Wealth Advisors’s Federated Hermes FHI Stock Holding History

JFS Wealth Advisors’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 		$5.74K Hold
104
– – ﹤0.01% 1229
2026
Q1 		$5.9K Buy
104
+6
+6% +$329 ﹤0.01% 1136
2025
Q4 		$5.1K Buy
98
+30
+44% +$1.52K ﹤0.01% 1231
2025
Q3 		$3.53K Hold
68
– – ﹤0.01% 1250
2025
Q2 		$3.01K Sell
68
-21
-24% -$864 ﹤0.01% 1268
2025
Q1 		$3.63K Sell
89
-1
-1% -$39 ﹤0.01% 1253
2024
Q4 		$3.7K Buy
90
+2
+2% +$81 ﹤0.01% 1236
2024
Q3 		$3.24K Buy
88
+12
+16% +$411 ﹤0.01% 1285
2024
Q2 		$2.5K Sell
76
-1
-1% -$34 ﹤0.01% 1352
2024
Q1 		$2.78K Buy
77
+10
+15% +$351 ﹤0.01% 1318
2023
Q4 		$2.27K Sell
67
-31
-32% -$1.01K ﹤0.01% 1374
2023
Q3 		$3.32K Sell
98
-10
-9% -$344 ﹤0.01% 1169
2023
Q2 		$3.87K Hold
108
– – ﹤0.01% 1120
2023
Q1 		$4.34K Sell
108
-5
-4% -$196 ﹤0.01% 1054
2022
Q4 		$4.1K Buy
113
+6
+6% +$210 ﹤0.01% 1072
2022
Q3 		$4K Buy
107
+66
+161% +$2.25K ﹤0.01% 1054
2022
Q2 		$1K Sell
41
-35
-46% -$1.11K ﹤0.01% 1521
2022
Q1 		$3K Buy
76
+41
+117% +$1.4K ﹤0.01% 1239
2021
Q4 		$1K Buy
+35
New +$1.21K ﹤0.01% 1349
2016
Q3 		– Sell
-5,100
Closed -$147K – 495
2016
Q2 		$147K Buy
+5,100
New +$156K 0.04% 182
2015
Q4 		– Sell
-300
Closed -$9K – 545
2015
Q3 		$9K Buy
+300
New +$9.61K ﹤0.01% 358

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JFS Wealth Advisors's FHI Position: Q2 2026 in Review

JFS Wealth Advisors held its Federated Hermes (FHI) position steady in Q2 2026 at 104 shares worth $5.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

JFS Wealth Advisors first reported a position in FHI in Q3 2015 and has held it in 21 quarters since. The position peaked at $147K in Q2 2016. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • JFS Wealth Advisors held 104 shares of Federated Hermes worth $5.74K as of Q2 2026.
  • JFS Wealth Advisors left its Federated Hermes share count unchanged in Q2 2026.
  • Federated Hermes made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1229 holding.
  • JFS Wealth Advisors first reported a position in Federated Hermes in Q3 2015 and has held it in 21 quarters since.
  • JFS Wealth Advisors's Federated Hermes position peaked at $147K in Q2 2016.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.