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New Age Alpha Advisors’s Federated Hermes FHI Stock Holding History

New Age Alpha 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
2025
Q4 		– Sell
-3,970
Closed -$206K – 819
2025
Q3 		$206K Sell
3,970
-71
-2% -$3.6K 0.01% 631
2025
Q2 		$179K Sell
4,041
-347
-8% -$14.3K 0.01% 649
2025
Q1 		$179K Sell
4,388
-6,829
-61% -$267K 0.01% 666
2024
Q4 		$461K Buy
+11,217
New +$453K 0.02% 535

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

New Age Alpha Advisors's FHI Position: Q4 2025 in Review

New Age Alpha Advisors sold out of Federated Hermes (FHI) in Q4 2025, closing a stake of 3,970 shares — an estimated $206K sold.

New Age Alpha Advisors first reported a position in FHI in Q4 2024 and held it in 4 quarters. The position peaked at $461K in Q4 2024. 382 funds tracked by Wall St. Rank hold FHI as of Q4 2025.

  • New Age Alpha Advisors reported no remaining Federated Hermes position as of Q4 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 3,970 Federated Hermes shares in Q4 2025, an estimated $206K.
  • New Age Alpha Advisors first reported a position in Federated Hermes in Q4 2024 and held it in 4 quarters.
  • New Age Alpha Advisors's Federated Hermes position peaked at $461K in Q4 2024.
  • 382 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2025.

Based on New Age Alpha Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.