MFA Wealth Advisors’s Federated Hermes FHI Stock Holding History

MFA 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	$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

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

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

MFA Wealth Advisors increased its Federated Hermes (FHI) stake by 7.7% in Q2 2026, buying an estimated $113K and bringing the position to 27,950 shares worth $1.54M. The position accounts for 0.26% of the portfolio, ranked #49.

MFA Wealth Advisors first reported a position in FHI in Q4 2017 and has held it in 35 quarters since. 117 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

MFA Wealth Advisors held 27,950 shares of Federated Hermes worth $1.54M as of Q2 2026.
MFA Wealth Advisors bought 2,000 Federated Hermes shares in Q2 2026, an estimated $113K.
Federated Hermes made up 0.26% of MFA Wealth Advisors's portfolio in Q2 2026, its #49 holding.
MFA Wealth Advisors first reported a position in Federated Hermes in Q4 2017 and has held it in 35 quarters since.
117 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.