LPL Financial
FHI icon

LPL Financial’s Federated Hermes FHI Stock Holding History

LPL Financial’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 		$6.95M Buy
125,845
+8,585
+7% +$485K ﹤0.01% 2488
2026
Q1 		$6.65M Buy
117,260
+369
+0.3% +$20.2K ﹤0.01% 2387
2025
Q4 		$6.09M Sell
116,891
-1,788
-2% -$90.8K ﹤0.01% 2369
2025
Q3 		$6.16M Buy
118,679
+13,637
+13% +$692K ﹤0.01% 2287
2025
Q2 		$4.66M Buy
105,042
+13,568
+15% +$558K ﹤0.01% 2365
2025
Q1 		$3.73M Buy
91,474
+72,173
+374% +$2.82M ﹤0.01% 2398
2024
Q4 		$793K Buy
19,301
+3,792
+24% +$153K ﹤0.01% 3695
2024
Q3 		$570K Buy
15,509
+2,496
+19% +$85.5K ﹤0.01% 3885
2024
Q2 		$428K Sell
13,013
-4,188
-24% -$141K ﹤0.01% 3991
2024
Q1 		$621K Buy
17,201
+1,432
+9% +$50.3K ﹤0.01% 3595
2023
Q4 		$534K Buy
15,769
+2,510
+19% +$81.8K ﹤0.01% 3609
2023
Q3 		$449K Buy
13,259
+1,756
+15% +$60.5K ﹤0.01% 3575
2023
Q2 		$412K Buy
11,503
+754
+7% +$29.1K ﹤0.01% 3596
2023
Q1 		$431K Buy
+10,749
New +$422K ﹤0.01% 3449
2021
Q4 		– Sell
-18,034
Closed -$586K – 4381
2021
Q3 		$586K Sell
18,034
-574
-3% -$18.7K ﹤0.01% 3071
2021
Q2 		$631K Buy
+18,608
New +$593K ﹤0.01% 2954
2020
Q1 		– Sell
-7,621
Closed -$248K – 3293
2019
Q4 		$248K Sell
7,621
-288
-4% -$9.4K ﹤0.01% 2930
2019
Q3 		$256K Sell
7,909
-778
-9% -$25.6K ﹤0.01% 2805
2019
Q2 		$282K Buy
8,687
+1,089
+14% +$34.4K ﹤0.01% 2745
2019
Q1 		$223K Buy
+7,598
New +$211K ﹤0.01% 2861
2018
Q2 		– Sell
-13,427
Closed -$448K – 3233
2018
Q1 		$448K Sell
13,427
-3,259
-20% -$111K ﹤0.01% 2255
2017
Q4 		$602K Buy
+16,686
New +$540K ﹤0.01% 1897
2016
Q2 		– Sell
-7,791
Closed -$223K – 2736
2016
Q1 		$223K Sell
7,791
-4,059
-34% -$107K ﹤0.01% 2724
2015
Q4 		$334K Buy
+11,850
New +$358K ﹤0.01% 2466

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

LPL Financial's FHI Position: Q2 2026 in Review

LPL Financial increased its Federated Hermes (FHI) stake by 7.3% in Q2 2026, buying an estimated $485K and bringing the position to 125,845 shares worth $6.95M. The position accounts for ﹤0.01% of the portfolio, ranked #2488.

LPL Financial first reported a position in FHI in Q4 2015 and has held it in 24 quarters since. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • LPL Financial held 125,845 shares of Federated Hermes worth $6.95M as of Q2 2026.
  • LPL Financial bought 8,585 Federated Hermes shares in Q2 2026, an estimated $485K.
  • Federated Hermes made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2488 holding.
  • LPL Financial first reported a position in Federated Hermes in Q4 2015 and has held it in 24 quarters since.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.