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Paralel Advisors’s Federated Hermes FHI Stock Holding History

Paralel 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
2025
Q2 		– Sell
-69,508
Closed -$2.83M – 117
2025
Q1 		$2.83M Hold
69,508
– – 0.12% 48
2024
Q4 		$2.86M Buy
69,508
+6,312
+10% +$255K 0.12% 43
2024
Q3 		$2.32M Hold
63,196
– – 0.1% 62
2024
Q2 		$2.08M Buy
+63,196
New +$2.12M 0.1% 68

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Paralel Advisors's FHI Position: Q2 2025 in Review

Paralel Advisors sold out of Federated Hermes (FHI) in Q2 2025, closing a stake of 69,508 shares — an estimated $2.83M sold.

Paralel Advisors first reported a position in FHI in Q2 2024 and held it in 4 quarters. The position peaked at $2.86M in Q4 2024. 363 funds tracked by Wall St. Rank hold FHI as of Q2 2025.

  • Paralel Advisors reported no remaining Federated Hermes position as of Q2 2025 after selling out during the quarter.
  • Paralel Advisors sold 69,508 Federated Hermes shares in Q2 2025, an estimated $2.83M.
  • Paralel Advisors first reported a position in Federated Hermes in Q2 2024 and held it in 4 quarters.
  • Paralel Advisors's Federated Hermes position peaked at $2.86M in Q4 2024.
  • 363 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2025.

Based on Paralel Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.