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Lowe Brockenbrough & Co’s Federated Hermes FHI Stock Holding History

Lowe Brockenbrough & 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
Q1 		$551K Sell
9,711
-75
-0.8% -$4.11K 0.03% 215
2025
Q4 		$510K Hold
9,786
– – 0.03% 216
2025
Q3 		$508K Hold
9,786
– – 0.03% 221
2025
Q2 		$434K Sell
9,786
-600
-6% -$24.7K 0.02% 230
2025
Q1 		$423K Sell
10,386
-1,080
-9% -$42.1K 0.03% 222
2024
Q4 		$471K Hold
11,466
– – 0.03% 219
2024
Q3 		$422K Sell
11,466
-915
-7% -$31.3K 0.03% 226
2024
Q2 		$407K Sell
12,381
-280
-2% -$9.39K 0.03% 224
2024
Q1 		$457K Sell
12,661
-2,080
-14% -$73.1K 0.03% 225
2023
Q4 		$499K Buy
14,741
+255
+2% +$8.31K 0.04% 215
2023
Q3 		$491K Sell
14,486
-680
-4% -$23.4K 0.04% 213
2023
Q2 		$544K Sell
15,166
-435
-3% -$16.8K 0.04% 212
2023
Q1 		$626K Sell
15,601
-505
-3% -$19.8K 0.05% 205
2022
Q4 		$585K Sell
16,106
-500
-3% -$17.5K 0.05% 201
2022
Q3 		$550K Sell
16,606
-325
-2% -$11.1K 0.05% 197
2022
Q2 		$538K Sell
16,931
-920
-5% -$29.1K 0.05% 205
2022
Q1 		$608K Sell
17,851
-470
-3% -$16K 0.04% 203
2021
Q4 		$689K Hold
18,321
– – 0.05% 191
2021
Q3 		$595K Sell
18,321
-60
-0.3% -$1.96K 0.05% 200
2021
Q2 		$623K Sell
18,381
-720
-4% -$22.9K 0.06% 170
2021
Q1 		$598K Hold
19,101
– – 0.06% 168
2020
Q4 		$552K Sell
19,101
-680
-3% -$18.1K 0.06% 166
2020
Q3 		$425K Sell
19,781
-200
-1% -$4.74K 0.05% 170
2020
Q2 		$474K Sell
19,981
-905
-4% -$20K 0.06% 168
2020
Q1 		$398K Sell
20,886
-165
-0.8% -$4.9K 0.07% 165
2019
Q4 		$686K Hold
21,051
– – 0.09% 160
2019
Q3 		$682K Buy
21,051
+83
+0.4% +$2.73K 0.09% 162
2019
Q2 		$681K Sell
20,968
-120
-0.6% -$3.79K 0.09% 163
2019
Q1 		$618K Sell
21,088
-167
-0.8% -$4.64K 0.09% 162
2018
Q4 		$564K Sell
21,255
-335
-2% -$8.32K 0.09% 153
2018
Q3 		$521K Buy
21,590
+2,450
+13% +$57.6K 0.07% 164
2018
Q2 		$446K Buy
19,140
+1,170
+7% +$31.3K 0.07% 168
2018
Q1 		$600K Hold
17,970
– – 0.09% 152
2017
Q4 		$648K Hold
17,970
– – 0.09% 149
2017
Q3 		$534K Sell
17,970
-30
-0.2% -$843 0.08% 153
2017
Q2 		$508K Buy
18,000
+150
+0.8% +$4K 0.08% 153
2017
Q1 		$470K Buy
17,850
+8,340
+88% +$223K 0.08% 152
2016
Q4 		$269K Buy
9,510
+395
+4% +$10.9K 0.05% 174
2016
Q3 		$270K Sell
9,115
-635
-7% -$19.9K 0.05% 169
2016
Q2 		$281K Hold
9,750
– – 0.05% 166
2016
Q1 		$281K Buy
+9,750
New +$257K 0.05% 170

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lowe Brockenbrough & Co's FHI Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its Federated Hermes (FHI) stake by 0.77% in Q1 2026, selling an estimated $4.11K and leaving 9,711 shares worth $551K. The position accounts for 0.03% of the portfolio, ranked #215.

Lowe Brockenbrough & Co first reported a position in FHI in Q1 2016 and has held it in 41 quarters since. The position peaked at $689K in Q4 2021. 399 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • Lowe Brockenbrough & Co held 9,711 shares of Federated Hermes worth $551K as of Q1 2026.
  • Lowe Brockenbrough & Co sold 75 Federated Hermes shares in Q1 2026, an estimated $4.11K.
  • Federated Hermes made up 0.03% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #215 holding.
  • Lowe Brockenbrough & Co first reported a position in Federated Hermes in Q1 2016 and has held it in 41 quarters since.
  • Lowe Brockenbrough & Co's Federated Hermes position peaked at $689K in Q4 2021.
  • 399 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.