Kestra Private Wealth Services’s Federated Hermes FHI Stock Holding History

Kestra Private Wealth 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	$545K	Buy	9,869 +49	+0.5%	+$2.77K	0.01%	1189
2026 Q1	$557K	Sell	9,820 -417	-4%	-$22.8K	0.01%	1143
2025 Q4	$533K	Buy	10,237 +407	+4%	+$20.7K	0.01%	1131
2025 Q3	$510K	Buy	9,830 +424	+5%	+$21.5K	0.01%	1084
2025 Q2	$417K	Buy	+9,406	New	+$387K	0.01%	1118

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

Kestra Private Wealth Services's FHI Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Federated Hermes (FHI) stake by 0.5% in Q2 2026, buying an estimated $2.77K and bringing the position to 9,869 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #1189.

Kestra Private Wealth Services first reported a position in FHI in Q2 2025 and has held it in 5 quarters since. The position peaked at $557K in Q1 2026. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Kestra Private Wealth Services held 9,869 shares of Federated Hermes worth $545K as of Q2 2026.
Kestra Private Wealth Services bought 49 Federated Hermes shares in Q2 2026, an estimated $2.77K.
Federated Hermes made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1189 holding.
Kestra Private Wealth Services first reported a position in Federated Hermes in Q2 2025 and has held it in 5 quarters since.
Kestra Private Wealth Services's Federated Hermes position peaked at $557K in Q1 2026.
392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

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