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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
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

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

Lawood & Co's FHI Position: Q2 2026 in Review

Lawood & Co held its Federated Hermes (FHI) position steady in Q2 2026 at 5,332 shares worth $294K. The position accounts for 0.2% of the portfolio, ranked #79.

Lawood & Co first reported a position in FHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $302K in Q1 2026. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Lawood & Co held 5,332 shares of Federated Hermes worth $294K as of Q2 2026.
  • Lawood & Co left its Federated Hermes share count unchanged in Q2 2026.
  • Federated Hermes made up 0.2% of Lawood & Co's portfolio in Q2 2026, its #79 holding.
  • Lawood & Co first reported a position in Federated Hermes in Q4 2025 and has held it in 3 quarters since.
  • Lawood & Co's Federated Hermes position peaked at $302K in Q1 2026.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Lawood & Co's 13F filing for Q2 2026, filed 13 Jul 2026.