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MAI Capital Management’s Federated Hermes FHI Stock Holding History

MAI Capital Management’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 		– Sell
-827
Closed -$46.9K – 2980
2026
Q1 		$46.9K Buy
827
+493
+148% +$27K ﹤0.01% 2269
2025
Q4 		$17.4K Sell
334
-142
-30% -$7.21K ﹤0.01% 2600
2025
Q3 		$24.7K Buy
476
+221
+87% +$11.2K ﹤0.01% 2312
2025
Q2 		$11.3K Buy
255
+60
+31% +$2.47K ﹤0.01% 2660
2025
Q1 		$7.95K Sell
195
-28
-13% -$1.09K ﹤0.01% 2575
2024
Q4 		$9.18K Buy
+223
New +$9.01K ﹤0.01% 2545

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

MAI Capital Management's FHI Position: Q2 2026 in Review

MAI Capital Management sold out of Federated Hermes (FHI) in Q2 2026, closing a stake of 827 shares — an estimated $46.9K sold.

MAI Capital Management first reported a position in FHI in Q4 2024 and held it in 6 quarters. The position peaked at $46.9K in Q1 2026. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • MAI Capital Management reported no remaining Federated Hermes position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 827 Federated Hermes shares in Q2 2026, an estimated $46.9K.
  • MAI Capital Management first reported a position in Federated Hermes in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Federated Hermes position peaked at $46.9K in Q1 2026.
  • 392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.