Keating Financial Advisory Services’s Federated Hermes FHI Stock Holding History

Keating Financial Advisory Services’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	$2.98K	Buy	54 +6	+13%	+$339	﹤0.01%	1783
2026 Q1	$2.72K	Sell	48 -189	-80%	-$10.3K	﹤0.01%	1729
2025 Q4	$12.3K	Buy	+237	New	+$12K	﹤0.01%	1027

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

Keating Financial Advisory Services's FHI Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Federated Hermes (FHI) stake by 13% in Q2 2026, buying an estimated $339 and bringing the position to 54 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

Keating Financial Advisory Services first reported a position in FHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.3K in Q4 2025. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Keating Financial Advisory Services held 54 shares of Federated Hermes worth $2.98K as of Q2 2026.
Keating Financial Advisory Services bought 6 Federated Hermes shares in Q2 2026, an estimated $339.
Federated Hermes made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1783 holding.
Keating Financial Advisory Services first reported a position in Federated Hermes in Q4 2025 and has held it in 3 quarters since.
Keating Financial Advisory Services's Federated Hermes position peaked at $12.3K in Q4 2025.
390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.