Nuveen’s Federated Hermes FHI Stock Holding History

Nuveen’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 Q1	$237K	Buy	+4,181	New	+$229K	﹤0.01%	3064
2023 Q3	–	Sell	-130,390	Closed	-$4.67M	–	3218
2023 Q2	$4.67M	Sell	130,390 -190,978	-59%	-$7.38M	﹤0.01%	1950
2023 Q1	$12.9M	Sell	321,368 -87,247	-21%	-$3.42M	﹤0.01%	1320
2022 Q4	$14.8M	Sell	408,615 -153,931	-27%	-$5.4M	0.01%	1237
2022 Q3	$18.6M	Sell	562,546 -2,843	-0.5%	-$97K	0.01%	1066
2022 Q2	$18M	Sell	565,389 -77,399	-12%	-$2.45M	0.01%	1113
2022 Q1	$21.7M	Sell	642,788 -295,443	-31%	-$10.1M	0.01%	1155
2021 Q4	$35.3M	Buy	938,231 +200,360	+27%	+$6.95M	0.01%	888
2021 Q3	$24M	Sell	737,871 -200,499	-21%	-$6.54M	0.01%	1146
2021 Q2	$31.8M	Sell	938,370 -364,907	-28%	-$11.6M	0.01%	1030
2021 Q1	$40.8M	Buy	1,303,277 +2,183	+0.2%	+$64.1K	0.01%	838
2020 Q4	$37.6M	Sell	1,301,094 -54,695	-4%	-$1.46M	0.01%	855
2020 Q3	$29.2M	Buy	1,355,789 +425,268	+46%	+$10.1M	0.01%	839
2020 Q2	$22.1M	Buy	930,521 +198,096	+27%	+$4.39M	0.01%	978
2020 Q1	$14M	Buy	732,425 +101,334	+16%	+$3.01M	0.01%	1096
2019 Q4	$20.6M	Buy	631,091 +102,550	+19%	+$3.35M	0.01%	1146
2019 Q3	$17.1M	Sell	528,541 -2,063	-0.4%	-$67.8K	0.01%	1229
2019 Q2	$17.2M	Buy	530,604 +400,145	+307%	+$12.6M	0.01%	1244
2019 Q1	$3.82M	Buy	130,459 +3,958	+3%	+$110K	0.02%	547
2018 Q4	$3.36M	Sell	126,501 -4,539	-3%	-$113K	0.02%	536
2018 Q3	$3.16M	Sell	131,040 -519,199	-80%	-$12.2M	0.02%	587
2018 Q2	$15.2M	Sell	650,239 -15,966	-2%	-$427K	0.1%	318
2018 Q1	$22.3M	Buy	666,205 +650,192	+4,060%	+$22.1M	0.15%	209
2017 Q4	$578K	Hold	16,013	–	–	﹤0.01%	873
2017 Q3	$476K	Hold	16,013	–	–	﹤0.01%	916
2017 Q2	$452K	Sell	16,013 -27,285	-63%	-$729K	﹤0.01%	958
2017 Q1	$1.14M	Sell	43,298 -9,146	-17%	-$245K	0.01%	914
2016 Q4	$1.48M	Sell	52,444 -1,777	-3%	-$49.2K	0.01%	1000
2016 Q3	$1.61M	Hold	54,221	–	–	0.01%	875
2016 Q2	$1.56M	Hold	54,221	–	–	0.01%	849
2016 Q1	$1.56K	Sell	54,221 -2,400	-4%	-$63.2K	0.01%	851
2015 Q4	$1.62K	Buy	56,621 +2,300	+4%	+$69.4K	0.01%	853
2015 Q3	$1.57K	Hold	54,321	–	–	0.01%	876
2015 Q2	$1.82K	Hold	54,321	–	–	0.01%	861
2015 Q1	$1.84M	Hold	54,321	–	–	0.01%	885
2014 Q4	$1.79M	Buy	54,321 +16,113	+42%	+$498K	0.01%	897
2014 Q3	$1.12M	Buy	38,208 +1,610	+4%	+$48.2K	0.01%	1093
2014 Q2	$1.13M	Hold	36,598	–	–	0.01%	1098
2014 Q1	$1.12M	Hold	36,598	–	–	0.01%	1083
2013 Q4	$1.05M	Hold	36,598	–	–	0.01%	1086
2013 Q3	$994K	Buy	36,598 +2,209	+6%	+$62.8K	0.01%	1112
2013 Q2	$943K	Buy	+34,389	New	+$872K	0.01%	1058

Other funds holding FHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nuveen's FHI Position: Q1 2026 in Review

Nuveen opened a new position in Federated Hermes (FHI) in Q1 2026: 4,181 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #3064 among its holdings. This is a return to the name: Nuveen previously reported a position in FHI as recently as Q2 2023.

Nuveen first reported a position in FHI in Q2 2013 and has held it in 42 quarters since. The position peaked at $40.8M in Q1 2021. 399 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

Nuveen held 4,181 shares of Federated Hermes worth $237K as of Q1 2026.
Federated Hermes was a new Nuveen position in Q1 2026.
Federated Hermes made up ﹤0.01% of Nuveen's portfolio in Q1 2026, its #3064 holding.
Nuveen first reported a position in Federated Hermes in Q2 2013 and has held it in 42 quarters since.
Nuveen's Federated Hermes position peaked at $40.8M in Q1 2021.
399 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.