N.E.W. Advisory Services’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
Q2
$22.1K Hold
400
﹤0.01% 510
2026
Q1
$22.7K Hold
400
﹤0.01% 486
2025
Q4
$20.8K Hold
400
﹤0.01% 502
2025
Q3
$20.8K Hold
400
﹤0.01% 461
2025
Q2
$17.7K Hold
400
﹤0.01% 482
2025
Q1
$16.3K Buy
+400
New +$15.6K ﹤0.01% 525

Other funds holding FHI

N.E.W. Advisory Services's FHI Position: Q2 2026 in Review

N.E.W. Advisory Services held its Federated Hermes (FHI) position steady in Q2 2026 at 400 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

N.E.W. Advisory Services first reported a position in FHI in Q1 2025 and has held it in 6 quarters since. The position peaked at $22.7K in Q1 2026. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • N.E.W. Advisory Services held 400 shares of Federated Hermes worth $22.1K as of Q2 2026.
  • N.E.W. Advisory Services left its Federated Hermes share count unchanged in Q2 2026.
  • Federated Hermes made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #510 holding.
  • N.E.W. Advisory Services first reported a position in Federated Hermes in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's Federated Hermes position peaked at $22.7K in Q1 2026.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.