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Legato Capital Management’s Federated Hermes FHI Stock Holding History

Legato 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
2025
Q4 		– Sell
-19,530
Closed -$1.01M – 778
2025
Q3 		$1.01M Buy
19,530
+2,947
+18% +$149K 0.11% 290
2025
Q2 		$735K Buy
16,583
+763
+5% +$31.4K 0.09% 360
2025
Q1 		$645K Sell
15,820
-28,234
-64% -$1.1M 0.09% 373
2024
Q4 		$1.81M Buy
44,054
+20,148
+84% +$814K 0.24% 129
2024
Q3 		$879K Sell
23,906
-23,789
-50% -$815K 0.11% 337
2024
Q2 		$1.57M Buy
47,695
+2,137
+5% +$71.7K 0.21% 166
2024
Q1 		$1.65M Buy
45,558
+9,236
+25% +$324K 0.2% 161
2023
Q4 		$1.23M Buy
36,322
+1,534
+4% +$50K 0.16% 209
2023
Q3 		$1.18M Buy
34,788
+18,355
+112% +$632K 0.17% 202
2023
Q2 		$589K Buy
16,433
+4,623
+39% +$179K 0.08% 387
2023
Q1 		$474K Sell
11,810
-3,191
-21% -$125K 0.09% 367
2022
Q4 		$545K Buy
+15,001
New +$526K 0.1% 324

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legato Capital Management's FHI Position: Q4 2025 in Review

Legato Capital Management sold out of Federated Hermes (FHI) in Q4 2025, closing a stake of 19,530 shares — an estimated $1.01M sold.

Legato Capital Management first reported a position in FHI in Q4 2022 and held it in 12 quarters. The position peaked at $1.81M in Q4 2024. 382 funds tracked by Wall St. Rank hold FHI as of Q4 2025.

  • Legato Capital Management reported no remaining Federated Hermes position as of Q4 2025 after selling out during the quarter.
  • Legato Capital Management sold 19,530 Federated Hermes shares in Q4 2025, an estimated $1.01M.
  • Legato Capital Management first reported a position in Federated Hermes in Q4 2022 and held it in 12 quarters.
  • Legato Capital Management's Federated Hermes position peaked at $1.81M in Q4 2024.
  • 382 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2025.

Based on Legato Capital Management's 13F filing for Q4 2025, filed 6 Feb 2026.