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Marshall Financial Group (Maryland)’s Federated Hermes FHI Stock Holding History

Marshall Financial Group (Maryland)’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 		$1.13M Sell
20,483
-1,058
-5% -$59.8K 0.16% 116
2026
Q1 		$1.22M Sell
21,541
-113
-0.5% -$6.19K 0.2% 97
2025
Q4 		$1.13M Sell
21,654
-1,370
-6% -$69.6K 0.22% 102
2025
Q3 		$1.2M Buy
23,024
+824
+4% +$41.8K 0.23% 105
2025
Q2 		$1.01M Buy
+22,200
New +$913K 0.2% 123

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

Marshall Financial Group (Maryland)'s FHI Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Federated Hermes (FHI) stake by 4.9% in Q2 2026, selling an estimated $59.8K and leaving 20,483 shares worth $1.13M. The position accounts for 0.16% of the portfolio, ranked #116.

Marshall Financial Group (Maryland) first reported a position in FHI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.22M in Q1 2026. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Marshall Financial Group (Maryland) held 20,483 shares of Federated Hermes worth $1.13M as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 1,058 Federated Hermes shares in Q2 2026, an estimated $59.8K.
  • Federated Hermes made up 0.16% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #116 holding.
  • Marshall Financial Group (Maryland) first reported a position in Federated Hermes in Q2 2025 and has held it in 5 quarters since.
  • Marshall Financial Group (Maryland)'s Federated Hermes position peaked at $1.22M in Q1 2026.
  • 392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.