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Outlook Wealth Advisors’s Federated Hermes FHI Stock Holding History

Outlook Wealth 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
2026
Q1 		$334K Buy
5,893
+31
+0.5% +$1.7K 0.08% 230
2025
Q4 		$305K Buy
5,862
+33
+0.6% +$1.68K 0.07% 238
2025
Q3 		$303K Buy
+5,829
New +$296K 0.08% 228

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
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
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Outlook Wealth Advisors's FHI Position: Q1 2026 in Review

Outlook Wealth Advisors increased its Federated Hermes (FHI) stake by 0.53% in Q1 2026, buying an estimated $1.7K and bringing the position to 5,893 shares worth $334K. The position accounts for 0.08% of the portfolio, ranked #230.

Outlook Wealth Advisors first reported a position in FHI in Q3 2025 and has held it in 3 quarters since. 399 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • Outlook Wealth Advisors held 5,893 shares of Federated Hermes worth $334K as of Q1 2026.
  • Outlook Wealth Advisors bought 31 Federated Hermes shares in Q1 2026, an estimated $1.7K.
  • Federated Hermes made up 0.08% of Outlook Wealth Advisors's portfolio in Q1 2026, its #230 holding.
  • Outlook Wealth Advisors first reported a position in Federated Hermes in Q3 2025 and has held it in 3 quarters since.
  • 399 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.