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Kendall Capital Management’s Federated Hermes FHI Stock Holding History

Kendall Capital 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 		$6.74M Buy
122,110
+25,735
+27% +$1.45M 1.12% 21
2026
Q1 		$5.47M Buy
96,375
+8,740
+10% +$479K 1.12% 19
2025
Q4 		$4.56M Buy
87,635
+12,980
+17% +$659K 0.95% 27
2025
Q3 		$3.88M Buy
74,655
+5,555
+8% +$282K 0.87% 28
2025
Q2 		$3.06M Sell
69,100
-750
-1% -$30.8K 0.81% 37
2025
Q1 		$2.85M Buy
69,850
+3,925
+6% +$153K 0.84% 36
2024
Q4 		$2.71M Buy
65,925
+7,790
+13% +$315K 0.79% 37
2024
Q3 		$2.14M Sell
58,135
-95
-0.2% -$3.25K 0.66% 46
2024
Q2 		$1.91M Buy
58,230
+9,220
+19% +$309K 0.64% 48
2024
Q1 		$1.77M Buy
49,010
+17,085
+54% +$600K 0.61% 50
2023
Q4 		$1.08M Buy
31,925
+11,895
+59% +$387K 0.42% 78
2023
Q3 		$678K Buy
20,030
+1,230
+7% +$42.4K 0.3% 101
2023
Q2 		$674K Buy
18,800
+695
+4% +$26.9K 0.3% 103
2023
Q1 		$727K Sell
18,105
-330
-2% -$12.9K 0.35% 97
2022
Q4 		$669K Sell
18,435
-50
-0.3% -$1.75K 0.34% 101
2022
Q3 		$612K Buy
18,485
+1,000
+6% +$34.1K 0.36% 91
2022
Q2 		$556K Buy
17,485
+1,375
+9% +$43.6K 0.31% 102
2022
Q1 		$549K Hold
16,110
– – 0.27% 106
2021
Q4 		$605K Sell
16,110
-2,800
-15% -$97.1K 0.29% 95
2021
Q3 		$615K Sell
18,910
-375
-2% -$12.2K 0.33% 90
2021
Q2 		$654K Buy
19,285
+4,370
+29% +$139K 0.37% 81
2021
Q1 		$467K Buy
+14,915
New +$438K 0.29% 93

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

Kendall Capital Management's FHI Position: Q2 2026 in Review

Kendall Capital Management increased its Federated Hermes (FHI) stake by 27% in Q2 2026, buying an estimated $1.45M and bringing the position to 122,110 shares worth $6.74M. The position accounts for 1.12% of the portfolio, ranked #21.

Kendall Capital Management first reported a position in FHI in Q1 2021 and has held it in 22 quarters since. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Kendall Capital Management held 122,110 shares of Federated Hermes worth $6.74M as of Q2 2026.
  • Kendall Capital Management bought 25,735 Federated Hermes shares in Q2 2026, an estimated $1.45M.
  • Federated Hermes made up 1.12% of Kendall Capital Management's portfolio in Q2 2026, its #21 holding.
  • Kendall Capital Management first reported a position in Federated Hermes in Q1 2021 and has held it in 22 quarters since.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Kendall Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.