Lindbrook Capital’s Federated Hermes FHI Stock Holding History

Lindbrook Capital’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 Q1	$223K	Buy	5,479 +5,475	+136,875%	+$214K	0.02%	382
2024 Q4	$164	Buy	+4	New	+$162	﹤0.01%	2721
2024 Q3	–	Sell	-72	Closed	-$2.37K	–	2857
2024 Q2	$2.37K	Buy	72 +50	+227%	+$1.68K	﹤0.01%	2291
2024 Q1	$795	Hold	22	–	–	﹤0.01%	2457
2023 Q4	$745	Sell	22 -75	-77%	-$2.44K	﹤0.01%	2528
2023 Q3	$3.29K	Sell	97 -32	-25%	-$1.1K	﹤0.01%	1949
2023 Q2	$4.63K	Hold	129	–	–	﹤0.01%	1844
2023 Q1	$5.18K	Hold	129	–	–	﹤0.01%	1839
2022 Q4	$4.68K	Buy	129 +82	+174%	+$2.88K	﹤0.01%	1861
2022 Q3	$2K	Buy	47 +31	+194%	+$1.06K	﹤0.01%	2047
2022 Q2	$1K	Buy	+16	New	+$507	﹤0.01%	2229
2022 Q1	–	Sell	-54	Closed	-$2K	–	2520
2021 Q4	$2K	Hold	54	–	–	﹤0.01%	1770
2021 Q3	$2K	Hold	54	–	–	﹤0.01%	1533
2021 Q2	$2K	Hold	54	–	–	﹤0.01%	1584
2021 Q1	$2K	Hold	54	–	–	﹤0.01%	1543
2020 Q4	$2K	Hold	54	–	–	﹤0.01%	1443
2020 Q3	$1K	Hold	54	–	–	﹤0.01%	1552
2020 Q2	$1K	Buy	+54	New	+$1.2K	﹤0.01%	1549

Other funds holding FHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's FHI Position: Q1 2025 in Review

Lindbrook Capital increased its Federated Hermes (FHI) stake by 136,875% in Q1 2025, buying an estimated $214K and bringing the position to 5,479 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #382.

Lindbrook Capital first reported a position in FHI in Q2 2020 and has held it in 18 quarters since. 321 funds tracked by Wall St. Rank hold FHI as of Q1 2025.

Lindbrook Capital held 5,479 shares of Federated Hermes worth $223K as of Q1 2025.
Lindbrook Capital bought 5,475 Federated Hermes shares in Q1 2025, an estimated $214K.
Federated Hermes made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #382 holding.
Lindbrook Capital first reported a position in Federated Hermes in Q2 2020 and has held it in 18 quarters since.
321 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.