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MBM Wealth Consultants’s Federated Hermes FHI Stock Holding History

MBM Wealth Consultants’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 		$599K Buy
10,840
+217
+2% +$12.3K 0.12% 77
2026
Q1 		$602K Buy
10,623
+595
+6% +$32.6K 0.14% 68
2025
Q4 		$522K Buy
10,028
+1,025
+11% +$52.1K 0.12% 71
2025
Q3 		$468K Sell
9,003
-168
-2% -$8.52K 0.12% 73
2025
Q2 		$406K Buy
9,171
+568
+7% +$23.4K 0.11% 84
2025
Q1 		$351K Buy
8,603
+1,124
+15% +$43.9K 0.1% 89
2024
Q4 		$306K Buy
7,479
+474
+7% +$19.1K 0.09% 87
2024
Q3 		$258K Buy
7,005
+83
+1% +$2.84K 0.08% 96
2024
Q2 		$224K Buy
6,922
+113
+2% +$3.79K 0.08% 99
2024
Q1 		$246K Sell
6,809
-142
-2% -$4.99K 0.09% 93
2023
Q4 		$248K Buy
+6,951
New +$226K 0.09% 92

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

MBM Wealth Consultants's FHI Position: Q2 2026 in Review

MBM Wealth Consultants increased its Federated Hermes (FHI) stake by 2% in Q2 2026, buying an estimated $12.3K and bringing the position to 10,840 shares worth $599K. The position accounts for 0.12% of the portfolio, ranked #77.

MBM Wealth Consultants first reported a position in FHI in Q4 2023 and has held it in 11 quarters since. The position peaked at $602K in Q1 2026. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • MBM Wealth Consultants held 10,840 shares of Federated Hermes worth $599K as of Q2 2026.
  • MBM Wealth Consultants bought 217 Federated Hermes shares in Q2 2026, an estimated $12.3K.
  • Federated Hermes made up 0.12% of MBM Wealth Consultants's portfolio in Q2 2026, its #77 holding.
  • MBM Wealth Consultants first reported a position in Federated Hermes in Q4 2023 and has held it in 11 quarters since.
  • MBM Wealth Consultants's Federated Hermes position peaked at $602K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.