Mariner
FHI icon

Mariner’s Federated Hermes FHI Stock Holding History

Mariner’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
-4,600
Closed -$204K – 3637
2025
Q2 		$204K Sell
4,600
-461
-9% -$19K ﹤0.01% 3037
2025
Q1 		$206K Sell
5,061
-4,478
-47% -$175K ﹤0.01% 2982
2024
Q4 		$392K Buy
+9,539
New +$385K ﹤0.01% 2382
2023
Q3 		– Sell
-6,168
Closed -$221K – 2943
2023
Q2 		$221K Sell
6,168
-52
-0.8% -$2.01K ﹤0.01% 2381
2023
Q1 		$250K Buy
6,220
+421
+7% +$16.5K ﹤0.01% 2219
2022
Q4 		$211K Sell
5,799
-3,674
-39% -$129K ﹤0.01% 2314
2022
Q3 		$314K Buy
+9,473
New +$323K ﹤0.01% 1734
2015
Q4 		– Sell
-7,650
Closed -$221K – 503
2015
Q3 		$221K Buy
+7,650
New +$245K 0.01% 458

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

Mariner's FHI Position: Q3 2025 in Review

Mariner sold out of Federated Hermes (FHI) in Q3 2025, closing a stake of 4,600 shares — an estimated $204K sold.

Mariner first reported a position in FHI in Q3 2015 and held it in 8 quarters. The position peaked at $392K in Q4 2024. 371 funds tracked by Wall St. Rank hold FHI as of Q3 2025.

  • Mariner reported no remaining Federated Hermes position as of Q3 2025 after selling out during the quarter.
  • Mariner sold 4,600 Federated Hermes shares in Q3 2025, an estimated $204K.
  • Mariner first reported a position in Federated Hermes in Q3 2015 and held it in 8 quarters.
  • Mariner's Federated Hermes position peaked at $392K in Q4 2024.
  • 371 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2025.

Based on Mariner's 13F filing for Q3 2025, filed 14 Nov 2025.