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&Partners’s Federated Hermes FHI Stock Holding History

&Partners’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
Q2 		$1.2M Buy
21,809
+1,644
+8% +$92.9K ﹤0.01% 1297
2026
Q1 		$1.14M Buy
20,165
+1,873
+10% +$103K 0.01% 1223
2025
Q4 		$954K Buy
18,292
+1,520
+9% +$77.2K 0.01% 1244
2025
Q3 		$872K Buy
16,772
+2,399
+17% +$122K 0.01% 1154
2025
Q2 		$637K Buy
+14,373
New +$591K ﹤0.01% 1224

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

&Partners's FHI Position: Q2 2026 in Review

&Partners increased its Federated Hermes (FHI) stake by 8.2% in Q2 2026, buying an estimated $92.9K and bringing the position to 21,809 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

&Partners first reported a position in FHI in Q2 2025 and has held it in 5 quarters since. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • &Partners held 21,809 shares of Federated Hermes worth $1.2M as of Q2 2026.
  • &Partners bought 1,644 Federated Hermes shares in Q2 2026, an estimated $92.9K.
  • Federated Hermes made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1297 holding.
  • &Partners first reported a position in Federated Hermes in Q2 2025 and has held it in 5 quarters since.
  • 391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.