MAM
FHI icon

Marquette Asset Management’s Federated Hermes FHI Stock Holding History

Marquette Asset 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
-9
Closed -$511 – 879
2026
Q1 		$511 Buy
+9
New +$493 ﹤0.01% 746
2025
Q4 		– Sell
-34
Closed -$1.77K – 769
2025
Q3 		$1.77K Buy
+34
New +$1.72K ﹤0.01% 579

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Marquette Asset Management's FHI Position: Q2 2026 in Review

Marquette Asset Management sold out of Federated Hermes (FHI) in Q2 2026, closing a stake of 9 shares — an estimated $511 sold.

Marquette Asset Management first reported a position in FHI in Q3 2025 and held it in 2 quarters. The position peaked at $1.77K in Q3 2025. 190 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Marquette Asset Management reported no remaining Federated Hermes position as of Q2 2026 after selling out during the quarter.
  • Marquette Asset Management sold 9 Federated Hermes shares in Q2 2026, an estimated $511.
  • Marquette Asset Management first reported a position in Federated Hermes in Q3 2025 and held it in 2 quarters.
  • Marquette Asset Management's Federated Hermes position peaked at $1.77K in Q3 2025.
  • 190 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.