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Novem Group’s Federated Hermes FHI Stock Holding History

Novem Group’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 		$1.12M Sell
20,231
-2,522
-11% -$143K 0.11% 160
2026
Q1 		$1.29M Buy
22,753
+1,019
+5% +$55.8K 0.15% 129
2025
Q4 		$1.13M Buy
21,734
+818
+4% +$41.5K 0.13% 146
2025
Q3 		$1.09M Buy
20,916
+436
+2% +$22.1K 0.13% 151
2025
Q2 		$908K Buy
+20,480
New +$842K 0.11% 176

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

Novem Group's FHI Position: Q2 2026 in Review

Novem Group reduced its Federated Hermes (FHI) stake by 11% in Q2 2026, selling an estimated $143K and leaving 20,231 shares worth $1.12M. The position accounts for 0.11% of the portfolio, ranked #160.

Novem Group first reported a position in FHI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.29M in Q1 2026. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Novem Group held 20,231 shares of Federated Hermes worth $1.12M as of Q2 2026.
  • Novem Group sold 2,522 Federated Hermes shares in Q2 2026, an estimated $143K.
  • Federated Hermes made up 0.11% of Novem Group's portfolio in Q2 2026, its #160 holding.
  • Novem Group first reported a position in Federated Hermes in Q2 2025 and has held it in 5 quarters since.
  • Novem Group's Federated Hermes position peaked at $1.29M in Q1 2026.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.