LRI Investments’s Federated Hermes FHI Stock Holding History

LRI Investments’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	$387	Buy	+7	New	+$396	﹤0.01%	1600

Other funds holding FHI

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

LRI Investments's FHI Position: Q2 2026 in Review

LRI Investments opened a new position in Federated Hermes (FHI) in Q2 2026: 7 shares worth $387. The stake represents ﹤0.01% of the portfolio and ranks #1600 among its holdings.

123 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

LRI Investments held 7 shares of Federated Hermes worth $387 as of Q2 2026.
Federated Hermes was a new LRI Investments position in Q2 2026.
Federated Hermes made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1600 holding.
123 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.