Mitsubishi UFJ Trust & Banking
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Mitsubishi UFJ Trust & Banking’s Federated Hermes FHI Stock Holding History

Mitsubishi UFJ Trust & Banking’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 		$285K Sell
5,154
-130,470
-96% -$7.38M ﹤0.01% 1227
2026
Q1 		$7.69M Sell
135,624
-26,320
-16% -$1.44M 0.02% 557
2025
Q4 		$8.43M Sell
161,944
-3,423
-2% -$174K 0.02% 557
2025
Q3 		$8.59M Sell
165,367
-33,064
-17% -$1.68M 0.02% 583
2025
Q2 		$8.79M Sell
198,431
-1,627
-0.8% -$66.9K 0.02% 571
2025
Q1 		$8.16M Buy
200,058
+1,657
+0.8% +$64.7K 0.02% 588
2024
Q4 		$8.16M Buy
198,401
+12,585
+7% +$508K 0.02% 612
2024
Q3 		$6.83M Buy
185,816
+86,312
+87% +$2.96M 0.02% 660
2024
Q2 		$3.27M Buy
99,504
+71,353
+253% +$2.39M 0.01% 739
2024
Q1 		$1.02M Buy
28,151
+11,226
+66% +$394K ﹤0.01% 842
2023
Q4 		$573K Buy
16,925
+2,498
+17% +$81.4K ﹤0.01% 901
2023
Q3 		$489K Buy
14,427
+3,993
+38% +$138K ﹤0.01% 899
2023
Q2 		$374K Buy
10,434
+9,393
+902% +$363K ﹤0.01% 925
2023
Q1 		$41.8K Buy
+1,041
New +$40.9K ﹤0.01% 1103
2022
Q3 		– Sell
-908
Closed -$29K – 1190
2022
Q2 		$29K Sell
908
-10,640
-92% -$337K ﹤0.01% 1188
2022
Q1 		$393K Sell
11,548
-5,200
-31% -$177K ﹤0.01% 1112
2021
Q4 		$629K Sell
16,748
-4,862
-22% -$169K ﹤0.01% 1017
2021
Q3 		$702K Sell
21,610
-4,000
-16% -$130K ﹤0.01% 1013
2021
Q2 		$862K Sell
25,610
-1,432
-5% -$45.6K ﹤0.01% 971
2021
Q1 		$781K Buy
27,042
+142
+0.5% +$4.17K ﹤0.01% 924
2020
Q4 		$777K Hold
26,900
– – ﹤0.01% 983
2020
Q3 		$579K Buy
26,900
+2,600
+11% +$61.7K ﹤0.01% 979
2020
Q2 		$576K Sell
24,300
-1,400
-5% -$31K ﹤0.01% 954
2020
Q1 		$490K Hold
25,700
– – ﹤0.01% 935
2019
Q4 		$838K Sell
25,700
-4,600
-15% -$150K ﹤0.01% 937
2019
Q3 		$982K Buy
+30,300
New +$995K ﹤0.01% 898

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

Mitsubishi UFJ Trust & Banking's FHI Position: Q2 2026 in Review

Mitsubishi UFJ Trust & Banking reduced its Federated Hermes (FHI) stake by 96% in Q2 2026, selling an estimated $7.38M and leaving 5,154 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Mitsubishi UFJ Trust & Banking first reported a position in FHI in Q3 2019 and has held it in 26 quarters since. The position peaked at $8.79M in Q2 2025. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Mitsubishi UFJ Trust & Banking held 5,154 shares of Federated Hermes worth $285K as of Q2 2026.
  • Mitsubishi UFJ Trust & Banking sold 130,470 Federated Hermes shares in Q2 2026, an estimated $7.38M.
  • Federated Hermes made up ﹤0.01% of Mitsubishi UFJ Trust & Banking's portfolio in Q2 2026, its #1227 holding.
  • Mitsubishi UFJ Trust & Banking first reported a position in Federated Hermes in Q3 2019 and has held it in 26 quarters since.
  • Mitsubishi UFJ Trust & Banking's Federated Hermes position peaked at $8.79M in Q2 2025.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q2 2026, filed 6 Aug 2026.