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Parkworth Wealth Management’s Federated Hermes FHI Stock Holding History

Parkworth Wealth Management’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 		$222 Buy
5
+2
+67% +$82 ﹤0.01% 914
2025
Q1 		$122 Hold
3
– – ﹤0.01% 881
2024
Q4 		$123 Buy
+3
New +$121 ﹤0.01% 921

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

Parkworth Wealth Management's FHI Position: Q2 2025 in Review

Parkworth Wealth Management increased its Federated Hermes (FHI) stake by 67% in Q2 2025, buying an estimated $82 and bringing the position to 5 shares worth $222. The position accounts for ﹤0.01% of the portfolio, ranked #914.

Parkworth Wealth Management first reported a position in FHI in Q4 2024 and has held it in 3 quarters since. 363 funds tracked by Wall St. Rank hold FHI as of Q2 2025.

  • Parkworth Wealth Management held 5 shares of Federated Hermes worth $222 as of Q2 2025.
  • Parkworth Wealth Management bought 2 Federated Hermes shares in Q2 2025, an estimated $82.
  • Federated Hermes made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #914 holding.
  • Parkworth Wealth Management first reported a position in Federated Hermes in Q4 2024 and has held it in 3 quarters since.
  • 363 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.