MFA Wealth Advisors’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.58M | Hold |
27,950
| – | – | 0.27% | 46 |
|
|
2026
Q2 | $1.54M | Buy |
27,950
+2,000
| +8% | +$113K | 0.26% | 49 |
|
|
2026
Q1 | $1.47M | Hold |
25,950
| – | – | 0.29% | 41 |
|
|
2025
Q4 | $1.35M | Hold |
25,950
| – | – | 0.29% | 43 |
|
|
2025
Q3 | $1.35M | Hold |
25,950
| – | – | 0.29% | 43 |
|
|
2025
Q2 | $1.15M | Buy |
25,950
+2,400
| +10% | +$98.7K | 0.27% | 48 |
|
|
2025
Q1 | $960K | Hold |
23,550
| – | – | 0.24% | 46 |
|
|
2024
Q4 | $968K | Hold |
23,550
| – | – | 0.25% | 44 |
|
|
2024
Q3 | $866K | Hold |
23,550
| – | – | 0.19% | 50 |
|
|
2024
Q2 | $774K | Buy |
23,550
+2,400
| +11% | +$80.5K | 0.17% | 54 |
|
|
2024
Q1 | $764K | Hold |
21,150
| – | – | 0.2% | 56 |
|
|
2023
Q4 | $716K | Hold |
21,150
| – | – | 0.2% | 54 |
|
|
2023
Q3 | $716K | Hold |
21,150
| – | – | 0.22% | 49 |
|
|
2023
Q2 | $758K | Buy |
21,150
+2,400
| +13% | +$92.8K | 0.24% | 43 |
|
|
2023
Q1 | $753K | Hold |
18,750
| – | – | 0.25% | 43 |
|
|
2022
Q4 | $681K | Hold |
18,750
| – | – | 0.25% | 40 |
|
|
2022
Q3 | $621K | Hold |
18,750
| – | – | 0.23% | 39 |
|
|
2022
Q2 | $596K | Buy |
18,750
+2,350
| +14% | +$74.5K | 0.22% | 42 |
|
|
2022
Q1 | $559K | Hold |
16,400
| – | – | 0.18% | 52 |
|
|
2021
Q4 | $616K | Hold |
16,400
| – | – | 0.26% | 46 |
|
|
2021
Q3 | $533K | Hold |
16,400
| – | – | 0.24% | 45 |
|
|
2021
Q2 | $556K | Buy |
16,400
+2,250
| +16% | +$71.6K | 0.25% | 45 |
|
|
2021
Q1 | $443K | Hold |
14,150
| – | – | 0.21% | 44 |
|
|
2020
Q4 | $409K | Hold |
14,150
| – | – | 0.36% | 32 |
|
|
2020
Q3 | $304K | Hold |
14,150
| – | – | 0.32% | 30 |
|
|
2020
Q2 | $335K | Buy |
14,150
+2,250
| +19% | +$49.8K | 0.22% | 37 |
|
|
2020
Q1 | $227K | Buy |
11,900
+1,000
| +9% | +$29.7K | 0.22% | 45 |
|
|
2019
Q4 | $355K | Sell |
10,900
-1,000
| -8% | -$32.6K | 0.26% | 32 |
|
|
2019
Q3 | $386K | Hold |
11,900
| – | – | 0.31% | 32 |
|
|
2019
Q2 | $387K | Buy |
11,900
+2,250
| +23% | +$71K | 0.29% | 33 |
|
|
2019
Q1 | $283K | Hold |
9,650
| – | – | 0.19% | 46 |
|
|
2018
Q4 | $256K | Hold |
9,650
| – | – | 0.26% | 33 |
|
|
2018
Q3 | $244K | Hold |
9,650
| – | – | 0.18% | 46 |
|
|
2018
Q2 | $221K | Hold |
9,650
| – | – | 0.15% | 58 |
|
|
2018
Q1 | $245K | Buy |
9,650
+2,150
| +29% | +$73K | 0.18% | 46 |
|
|
2017
Q4 | $261K | Buy |
+7,500
| New | +$243K | 0.18% | 53 |
|
Other funds holding FHI
MFA Wealth Advisors's FHI Position: Q3 2026 in Review
MFA Wealth Advisors held its Federated Hermes (FHI) position steady in Q3 2026 at 27,950 shares worth $1.58M. The position accounts for 0.27% of the portfolio, ranked #46.
MFA Wealth Advisors first reported a position in FHI in Q4 2017 and has held it in 36 quarters since. 201 funds tracked by Wall St. Rank hold FHI as of Q3 2026.
- MFA Wealth Advisors held 27,950 shares of Federated Hermes worth $1.58M as of Q3 2026.
- MFA Wealth Advisors left its Federated Hermes share count unchanged in Q3 2026.
- Federated Hermes made up 0.27% of MFA Wealth Advisors's portfolio in Q3 2026, its #46 holding.
- MFA Wealth Advisors first reported a position in Federated Hermes in Q4 2017 and has held it in 36 quarters since.
- 201 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2026.
Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.