MWA
FHI icon

Medallion Wealth Advisors’s Federated Hermes FHI Stock Holding History

Medallion Wealth Advisors’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 		$55 Buy
+1
New +$57 ﹤0.01% 1184

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

Medallion Wealth Advisors's FHI Position: Q2 2026 in Review

Medallion Wealth Advisors opened a new position in Federated Hermes (FHI) in Q2 2026: 1 share worth $55. The stake represents ﹤0.01% of the portfolio and ranks #1184 among its holdings.

390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Medallion Wealth Advisors held 1 share of Federated Hermes worth $55 as of Q2 2026.
  • Federated Hermes was a new Medallion Wealth Advisors position in Q2 2026.
  • Federated Hermes made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1184 holding.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.