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Kestra Advisory Services’s Federated Hermes FHI Stock Holding History

Kestra 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 		$26.1M Sell
472,377
-13,350
-3% -$755K 0.08% 251
2026
Q1 		$27.5M Buy
485,727
+28,278
+6% +$1.55M 0.1% 191
2025
Q4 		$23.8M Buy
+457,449
New +$23.2M 0.1% 209

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

Kestra Advisory Services's FHI Position: Q2 2026 in Review

Kestra Advisory Services reduced its Federated Hermes (FHI) stake by 2.7% in Q2 2026, selling an estimated $755K and leaving 472,377 shares worth $26.1M. The position accounts for 0.08% of the portfolio, ranked #251.

Kestra Advisory Services first reported a position in FHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $27.5M in Q1 2026. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Kestra Advisory Services held 472,377 shares of Federated Hermes worth $26.1M as of Q2 2026.
  • Kestra Advisory Services sold 13,350 Federated Hermes shares in Q2 2026, an estimated $755K.
  • Federated Hermes made up 0.08% of Kestra Advisory Services's portfolio in Q2 2026, its #251 holding.
  • Kestra Advisory Services first reported a position in Federated Hermes in Q4 2025 and has held it in 3 quarters since.
  • Kestra Advisory Services's Federated Hermes position peaked at $27.5M in Q1 2026.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.