Jupiter Asset Management’s Federated Hermes FHI Stock Holding History

Jupiter Asset Management’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	$32.2M	Sell	582,453 -4,253	-0.7%	-$240K	0.16%	157
2026 Q1	$33.3M	Sell	586,706 -2,434	-0.4%	-$133K	0.18%	156
2025 Q4	$30.7M	Buy	589,140 +61,772	+12%	+$3.14M	0.25%	119
2025 Q3	$27.4M	Buy	527,368 +506,500	+2,427%	+$25.7M	0.24%	125
2025 Q2	$925K	Buy	+20,868	New	+$858K	0.01%	373
2023 Q4	–	Sell	-241,837	Closed	-$8.19M	–	486
2023 Q3	$8.19M	Sell	241,837 -443,910	-65%	-$15.3M	0.09%	219
2023 Q2	$24.6M	Buy	+685,747	New	+$26.5M	0.27%	109

Other funds holding FHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Jupiter Asset Management's FHI Position: Q2 2026 in Review

Jupiter Asset Management reduced its Federated Hermes (FHI) stake by 0.72% in Q2 2026, selling an estimated $240K and leaving 582,453 shares worth $32.2M. The position accounts for 0.16% of the portfolio, ranked #157.

Jupiter Asset Management first reported a position in FHI in Q2 2023 and has held it in 7 quarters since. The position peaked at $33.3M in Q1 2026. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Jupiter Asset Management held 582,453 shares of Federated Hermes worth $32.2M as of Q2 2026.
Jupiter Asset Management sold 4,253 Federated Hermes shares in Q2 2026, an estimated $240K.
Federated Hermes made up 0.16% of Jupiter Asset Management's portfolio in Q2 2026, its #157 holding.
Jupiter Asset Management first reported a position in Federated Hermes in Q2 2023 and has held it in 7 quarters since.
Jupiter Asset Management's Federated Hermes position peaked at $33.3M in Q1 2026.
390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.