MassMutual Private Wealth & Trust’s Federated Hermes FHI Stock Holding History

MassMutual Private Wealth & Trust’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	$497	Hold	9	–	–	﹤0.01%	2271
2026 Q1	$510	Hold	9	–	–	﹤0.01%	2228
2025 Q4	$469	Hold	9	–	–	﹤0.01%	2248
2025 Q3	$467	Hold	9	–	–	﹤0.01%	2247
2025 Q2	$399	Hold	9	–	–	﹤0.01%	2248
2025 Q1	$367	Hold	9	–	–	﹤0.01%	2261
2024 Q4	$370	Hold	9	–	–	﹤0.01%	2191
2024 Q3	$331	Hold	9	–	–	﹤0.01%	2038
2024 Q2	$296	Buy	+9	New	+$302	﹤0.01%	2026
2023 Q4	–	Sell	-107	Closed	-$3.62K	–	1998
2023 Q3	$3.62K	Sell	107 -14	-12%	-$482	﹤0.01%	1348
2023 Q2	$4.34K	Buy	121 +14	+13%	+$541	﹤0.01%	1252
2023 Q1	$4.29K	Hold	107	–	–	﹤0.01%	1187
2022 Q4	$4K	Hold	107	–	–	﹤0.01%	1063
2022 Q3	$4K	Hold	107	–	–	﹤0.01%	1008
2022 Q2	$3K	Buy	+107	New	+$3.39K	﹤0.01%	1035
2018 Q1	–	Sell	-300	Closed	-$10.8K	–	1016
2017 Q4	$10.8K	Hold	300	–	–	﹤0.01%	601
2017 Q3	$8.91K	Hold	300	–	–	﹤0.01%	787
2017 Q2	$8.47K	Hold	300	–	–	﹤0.01%	764
2017 Q1	$7.9K	Hold	300	–	–	﹤0.01%	751
2016 Q4	$8.48K	Buy	+300	New	+$8.31K	﹤0.01%	489
2015 Q3	–	Sell	-64	Closed	-$2.05K	–	847
2015 Q2	$1.98K	Buy	+64	New	+$2.21K	﹤0.01%	641

Other funds holding FHI

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

MassMutual Private Wealth & Trust's FHI Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Federated Hermes (FHI) position steady in Q2 2026 at 9 shares worth $497. The position accounts for ﹤0.01% of the portfolio, ranked #2271.

MassMutual Private Wealth & Trust first reported a position in FHI in Q2 2015 and has held it in 21 quarters since. The position peaked at $10.8K in Q4 2017. 123 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

MassMutual Private Wealth & Trust held 9 shares of Federated Hermes worth $497 as of Q2 2026.
MassMutual Private Wealth & Trust left its Federated Hermes share count unchanged in Q2 2026.
Federated Hermes made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2271 holding.
MassMutual Private Wealth & Trust first reported a position in Federated Hermes in Q2 2015 and has held it in 21 quarters since.
MassMutual Private Wealth & Trust's Federated Hermes position peaked at $10.8K in Q4 2017.
123 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.