JF
FHI icon

JMN Financial’s Federated Hermes FHI Stock Holding History

JMN Financial’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 		$836K Buy
15,139
+454
+3% +$25.7K 0.65% 33
2026
Q1 		$833K Buy
14,685
+1,183
+9% +$64.8K 0.82% 22
2025
Q4 		$703K Buy
+13,502
New +$686K 0.7% 31

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JMN Financial's FHI Position: Q2 2026 in Review

JMN Financial increased its Federated Hermes (FHI) stake by 3.1% in Q2 2026, buying an estimated $25.7K and bringing the position to 15,139 shares worth $836K. The position accounts for 0.65% of the portfolio, ranked #33.

JMN Financial first reported a position in FHI in Q4 2025 and has held it in 3 quarters since. 367 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • JMN Financial held 15,139 shares of Federated Hermes worth $836K as of Q2 2026.
  • JMN Financial bought 454 Federated Hermes shares in Q2 2026, an estimated $25.7K.
  • Federated Hermes made up 0.65% of JMN Financial's portfolio in Q2 2026, its #33 holding.
  • JMN Financial first reported a position in Federated Hermes in Q4 2025 and has held it in 3 quarters since.
  • 367 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.