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Passumpsic Savings Bank’s Federated Hermes FHI Stock Holding History

Passumpsic Savings Bank’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
Q4 		$377K Buy
+7,248
New +$368K 0.21% 74
2024
Q4 		$237K Buy
5,758
+161
+3% +$6.5K 0.15% 78
2024
Q3 		$206K Buy
+5,597
New +$192K 0.14% 82

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Passumpsic Savings Bank's FHI Position: Q4 2025 in Review

Passumpsic Savings Bank opened a new position in Federated Hermes (FHI) in Q4 2025: 7,248 shares worth $377K. The stake represents 0.21% of the portfolio and ranks #74 among its holdings. This is a return to the name: Passumpsic Savings Bank previously reported a position in FHI as recently as Q4 2024.

Passumpsic Savings Bank first reported a position in FHI in Q3 2024 and has held it in 3 quarters since. 382 funds tracked by Wall St. Rank hold FHI as of Q4 2025.

  • Passumpsic Savings Bank held 7,248 shares of Federated Hermes worth $377K as of Q4 2025.
  • Federated Hermes was a new Passumpsic Savings Bank position in Q4 2025.
  • Federated Hermes made up 0.21% of Passumpsic Savings Bank's portfolio in Q4 2025, its #74 holding.
  • Passumpsic Savings Bank first reported a position in Federated Hermes in Q3 2024 and has held it in 3 quarters since.
  • 382 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2025.

Based on Passumpsic Savings Bank's 13F filing for Q4 2025, filed 5 Feb 2026.