NorthRock Partners’s Federated Hermes FHI Stock Holding History

NorthRock Partners’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	$265K	Buy	+4,800	New	+$271K	﹤0.01%	579

Other funds holding FHI

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

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

NorthRock Partners's FHI Position: Q2 2026 in Review

NorthRock Partners opened a new position in Federated Hermes (FHI) in Q2 2026: 4,800 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #579 among its holdings.

285 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

NorthRock Partners held 4,800 shares of Federated Hermes worth $265K as of Q2 2026.
Federated Hermes was a new NorthRock Partners position in Q2 2026.
Federated Hermes made up ﹤0.01% of NorthRock Partners's portfolio in Q2 2026, its #579 holding.
285 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.