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Navigoe Wealth Management’s Federated Hermes FHI Stock Holding History

Navigoe Wealth Management’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 		$3K Buy
65
+8
+14% +$452 ﹤0.01% 183
2026
Q1 		$3K Hold
57
– – ﹤0.01% 151
2025
Q4 		$2K Hold
57
– – ﹤0.01% 201
2025
Q3 		$2K Buy
+57
New +$2.89K ﹤0.01% 199

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

Navigoe Wealth Management's FHI Position: Q2 2026 in Review

Navigoe Wealth Management increased its Federated Hermes (FHI) stake by 14% in Q2 2026, buying an estimated $452 and bringing the position to 65 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #183.

Navigoe Wealth Management first reported a position in FHI in Q3 2025 and has held it in 4 quarters since. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Navigoe Wealth Management held 65 shares of Federated Hermes worth $3K as of Q2 2026.
  • Navigoe Wealth Management bought 8 Federated Hermes shares in Q2 2026, an estimated $452.
  • Federated Hermes made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #183 holding.
  • Navigoe Wealth Management first reported a position in Federated Hermes in Q3 2025 and has held it in 4 quarters since.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.