Mackenzie Financial
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Mackenzie Financial’s Federated Hermes FHI Stock Holding History

Mackenzie 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
2025
Q3 		– Sell
-29,322
Closed -$1.3M – 1751
2025
Q2 		$1.3M Buy
29,322
+24,073
+459% +$990K ﹤0.01% 948
2025
Q1 		$214K Buy
+5,249
New +$205K ﹤0.01% 1495
2023
Q3 		– Sell
-9,431
Closed -$342K – 1512
2023
Q2 		$342K Sell
9,431
-3,701
-28% -$143K ﹤0.01% 1137
2023
Q1 		$527K Sell
13,132
-4,504
-26% -$177K ﹤0.01% 1014
2022
Q4 		$640K Buy
17,636
+10,402
+144% +$365K ﹤0.01% 855
2022
Q3 		$240K Buy
7,234
+138
+2% +$4.71K ﹤0.01% 1176
2022
Q2 		$226K Buy
7,096
+449
+7% +$14.2K ﹤0.01% 1230
2022
Q1 		$226K Buy
6,647
+619
+10% +$21.1K ﹤0.01% 1237
2021
Q4 		$227K Sell
6,028
-314
-5% -$10.9K ﹤0.01% 1273
2021
Q3 		$206K Buy
+6,342
New +$207K ﹤0.01% 1316
2019
Q2 		– Sell
-7,183
Closed -$211K – 1152
2019
Q1 		$211K Buy
+7,183
New +$199K ﹤0.01% 1163
2018
Q1 		– Sell
-181,406
Closed -$6.54M – 937
2017
Q4 		$6.54M Hold
181,406
– – 0.02% 401
2017
Q3 		$5.39M Buy
+181,406
New +$5.1M 0.03% 319
2016
Q3 		– Sell
-23,753
Closed -$684K – 727
2016
Q2 		$684K Buy
23,753
+1,118
+5% +$34.2K ﹤0.01% 704
2016
Q1 		$653K Buy
22,635
+5,699
+34% +$150K 0.01% 606
2015
Q4 		$485K Buy
16,936
+4,943
+41% +$149K ﹤0.01% 670
2015
Q3 		$347K Buy
11,993
+1,519
+15% +$48.7K ﹤0.01% 705
2015
Q2 		$351K Buy
10,474
+925
+10% +$31.9K ﹤0.01% 724
2015
Q1 		$324K Buy
9,549
+1,900
+25% +$63.1K ﹤0.01% 720
2014
Q4 		$252K Buy
7,649
+460
+6% +$14.2K ﹤0.01% 711
2014
Q3 		$211K Sell
7,189
-6,093
-46% -$183K ﹤0.01% 698
2014
Q2 		$411K Buy
13,282
+6,641
+100% +$193K ﹤0.01% 609
2014
Q1 		$203K Buy
+6,641
New +$186K ﹤0.01% 642

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mackenzie Financial's FHI Position: Q3 2025 in Review

Mackenzie Financial sold out of Federated Hermes (FHI) in Q3 2025, closing a stake of 29,322 shares — an estimated $1.3M sold.

Mackenzie Financial first reported a position in FHI in Q1 2014 and held it in 23 quarters. The position peaked at $6.54M in Q4 2017. 371 funds tracked by Wall St. Rank hold FHI as of Q3 2025.

  • Mackenzie Financial reported no remaining Federated Hermes position as of Q3 2025 after selling out during the quarter.
  • Mackenzie Financial sold 29,322 Federated Hermes shares in Q3 2025, an estimated $1.3M.
  • Mackenzie Financial first reported a position in Federated Hermes in Q1 2014 and held it in 23 quarters.
  • Mackenzie Financial's Federated Hermes position peaked at $6.54M in Q4 2017.
  • 371 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2025.

Based on Mackenzie Financial's 13F filing for Q3 2025, filed 13 Nov 2025.