Optima Capital’s Federated Hermes FHI Stock Holding History

Optima Capital’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	–	Sell	-65	Closed	-$3.38K	–	553
2025 Q4	$3.38K	Buy	+65	New	+$3.3K	﹤0.01%	679

Other funds holding FHI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

SDWMA

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Optima Capital's FHI Position: Q1 2026 in Review

Optima Capital sold out of Federated Hermes (FHI) in Q1 2026, closing a stake of 65 shares — an estimated $3.38K sold.

Optima Capital first reported a position in FHI in Q4 2025 and held it in 1 quarter. The position peaked at $3.38K in Q4 2025. 401 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

Optima Capital reported no remaining Federated Hermes position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 65 Federated Hermes shares in Q1 2026, an estimated $3.38K.
Optima Capital first reported a position in Federated Hermes in Q4 2025 and held it in 1 quarter.
Optima Capital's Federated Hermes position peaked at $3.38K in Q4 2025.
401 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.