Jones Financial Companies
FHI icon

Jones Financial Companies’s Federated Hermes FHI Stock Holding History

Jones Financial Companies’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 		$309K Buy
5,513
+656
+14% +$35.9K ﹤0.01% 2238
2025
Q4 		$253K Buy
4,857
+222
+5% +$11.3K ﹤0.01% 1805
2025
Q3 		$241K Sell
4,635
-259
-5% -$13.1K ﹤0.01% 1716
2025
Q2 		$217K Buy
4,894
+1,951
+66% +$80.2K ﹤0.01% 1630
2025
Q1 		$120K Buy
2,943
+297
+11% +$11.6K ﹤0.01% 1698
2024
Q4 		$109K Buy
2,646
+1,400
+112% +$56.5K ﹤0.01% 1596
2024
Q3 		$46.1K Buy
+1,246
New +$42.7K ﹤0.01% 1674
2021
Q2 		– Sell
-179
Closed -$6K – 690
2021
Q1 		$6K Buy
+179
New +$5.26K ﹤0.01% 596

Other funds holding FHI

BlackRock
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