Murray Stahl’s Federated Hermes FHI Stock Holding History

Murray Stahl’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	$465K	Sell	8,419 -150	-2%	-$8.48K	0.01%	225
2026 Q1	$486K	Sell	8,569 -87	-1%	-$4.76K	0.01%	225
2025 Q4	$451K	Sell	8,656 -23	-0.3%	-$1.17K	0.01%	233
2025 Q3	$451K	Sell	8,679 -10,175	-54%	-$516K	0.01%	241
2025 Q2	$836K	Sell	18,854 -4,008	-18%	-$165K	0.01%	198
2025 Q1	$932K	Sell	22,862 -2,234	-9%	-$87.2K	0.01%	185
2024 Q4	$1.03M	Sell	25,096 -1,436	-5%	-$58K	0.01%	172
2024 Q3	$976K	Sell	26,532 -1,707	-6%	-$58.5K	0.01%	180
2024 Q2	$928K	Sell	28,239 -7,635	-21%	-$256K	0.02%	167
2024 Q1	$1.3M	Sell	35,874 -1,612	-4%	-$56.6K	0.02%	131
2023 Q4	$1.27M	Sell	37,486 -4,185	-10%	-$136K	0.03%	137
2023 Q3	$1.41M	Sell	41,671 -4,832	-10%	-$166K	0.03%	119
2023 Q2	$1.67M	Sell	46,503 -8,891	-16%	-$344K	0.04%	113
2023 Q1	$2.22M	Buy	+55,394	New	+$2.17M	0.04%	92
2022 Q4	–	Sell	-106,064	Closed	-$3.51M	–	331
2022 Q3	$3.51M	Buy	106,064 +73,818	+229%	+$2.52M	0.07%	68
2022 Q2	$1.02M	Sell	32,246 -600	-2%	-$19K	0.02%	158
2022 Q1	$1.12M	Sell	32,846 -1,568	-5%	-$53.3K	0.02%	164
2021 Q4	$1.29M	Sell	34,414 -1,404	-4%	-$48.7K	0.03%	161
2021 Q3	$1.16M	Sell	35,818 -1,114	-3%	-$36.3K	0.03%	165
2021 Q2	$1.25M	Sell	36,932 -169	-0.5%	-$5.38K	0.03%	164
2021 Q1	$1.16M	Sell	37,101 -647	-2%	-$19K	0.03%	167
2020 Q4	$1.09M	Sell	37,748 -2,402	-6%	-$63.9K	0.04%	162
2020 Q3	$864K	Sell	40,150 -439	-1%	-$10.4K	0.03%	184
2020 Q2	$962K	Buy	+40,589	New	+$899K	0.03%	169

Other funds holding FHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Murray Stahl's FHI Position: Q2 2026 in Review

Murray Stahl reduced its Federated Hermes (FHI) stake by 1.8% in Q2 2026, selling an estimated $8.48K and leaving 8,419 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #225.

Murray Stahl first reported a position in FHI in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.51M in Q3 2022. 388 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Murray Stahl held 8,419 shares of Federated Hermes worth $465K as of Q2 2026.
Murray Stahl sold 150 Federated Hermes shares in Q2 2026, an estimated $8.48K.
Federated Hermes made up 0.01% of Murray Stahl's portfolio in Q2 2026, its #225 holding.
Murray Stahl first reported a position in Federated Hermes in Q2 2020 and has held it in 24 quarters since.
Murray Stahl's Federated Hermes position peaked at $3.51M in Q3 2022.
388 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.