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Lawood & Co’s Federated Hermes FHI Stock Holding History

Lawood & Co’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
Q3 		$295K Sell
5,232
-100
-2% -$6.04K 0.2% 77
2026
Q2 		$294K Hold
5,332
– – 0.2% 79
2026
Q1 		$302K Hold
5,332
– – 0.28% 76
2025
Q4 		$278K Buy
+5,332
New +$271K 0.26% 77

Other funds holding FHI

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Lawood & Co's FHI Position: Q3 2026 in Review

Lawood & Co reduced its Federated Hermes (FHI) stake by 1.9% in Q3 2026, selling an estimated $6.04K and leaving 5,232 shares worth $295K. The position accounts for 0.2% of the portfolio, ranked #77.

Lawood & Co first reported a position in FHI in Q4 2025 and has held it in 4 quarters since. The position peaked at $302K in Q1 2026. 11 funds tracked by Wall St. Rank hold FHI as of Q3 2026.

  • Lawood & Co held 5,232 shares of Federated Hermes worth $295K as of Q3 2026.
  • Lawood & Co sold 100 Federated Hermes shares in Q3 2026, an estimated $6.04K.
  • Federated Hermes made up 0.2% of Lawood & Co's portfolio in Q3 2026, its #77 holding.
  • Lawood & Co first reported a position in Federated Hermes in Q4 2025 and has held it in 4 quarters since.
  • Lawood & Co's Federated Hermes position peaked at $302K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.