Matthew Hamilton Rosenberg’s Federated Hermes FHI Stock Holding History

Matthew Hamilton Rosenberg’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	$7.68K	Hold	139	–	–	﹤0.01%	655
2026 Q1	$7.88K	Hold	139	–	–	﹤0.01%	645
2025 Q4	$7.24K	Hold	139	–	–	﹤0.01%	664
2025 Q3	$7.22K	Hold	139	–	–	﹤0.01%	663
2025 Q2	$6.16K	Hold	139	–	–	﹤0.01%	708
2025 Q1	$5.67K	Hold	139	–	–	﹤0.01%	690
2024 Q4	$5.71K	Hold	139	–	–	﹤0.01%	681
2024 Q3	$5.11K	Hold	139	–	–	﹤0.01%	693
2024 Q2	$4.55K	Hold	139	–	–	﹤0.01%	669
2024 Q1	$5.02K	Hold	139	–	–	﹤0.01%	704
2023 Q4	$4.71K	Hold	139	–	–	﹤0.01%	710
2023 Q3	$4.71K	Hold	139	–	–	﹤0.01%	693
2023 Q2	$4.98K	Hold	139	–	–	﹤0.01%	689
2023 Q1	$5.58K	Hold	139	–	–	﹤0.01%	724
2022 Q4	$5.05K	Hold	139	–	–	﹤0.01%	719
2022 Q3	$5K	Hold	139	–	–	﹤0.01%	711
2022 Q2	$4K	Hold	139	–	–	﹤0.01%	708
2022 Q1	$5K	Hold	139	–	–	﹤0.01%	675
2021 Q4	$5K	Hold	139	–	–	﹤0.01%	647
2021 Q3	$5K	Hold	139	–	–	﹤0.01%	627
2021 Q2	$5K	Hold	139	–	–	﹤0.01%	549
2021 Q1	$4K	Hold	139	–	–	﹤0.01%	530
2020 Q4	$4K	Hold	139	–	–	﹤0.01%	515
2020 Q3	$3K	Hold	139	–	–	﹤0.01%	508
2020 Q2	$3K	Buy	+139	New	+$3.08K	﹤0.01%	526

Other funds holding FHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Matthew Hamilton Rosenberg's FHI Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Federated Hermes (FHI) position steady in Q2 2026 at 139 shares worth $7.68K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Matthew Hamilton Rosenberg first reported a position in FHI in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.88K in Q1 2026. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Matthew Hamilton Rosenberg held 139 shares of Federated Hermes worth $7.68K as of Q2 2026.
Matthew Hamilton Rosenberg left its Federated Hermes share count unchanged in Q2 2026.
Federated Hermes made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #655 holding.
Matthew Hamilton Rosenberg first reported a position in Federated Hermes in Q2 2020 and has held it in 25 quarters since.
Matthew Hamilton Rosenberg's Federated Hermes position peaked at $7.88K in Q1 2026.
392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.