Pathstone Holdings
FHI icon

Pathstone Holdings’s Federated Hermes FHI Stock Holding History

Pathstone Holdings’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 		$357K Buy
6,462
+34
+0.5% +$1.92K ﹤0.01% 2037
2026
Q1 		$365K Sell
6,428
-6
-0.1% -$329 ﹤0.01% 1894
2025
Q4 		$335K Sell
6,434
-2,264
-26% -$115K ﹤0.01% 1916
2025
Q3 		$452K Buy
8,698
+2,107
+32% +$107K ﹤0.01% 1817
2025
Q2 		$292K Buy
6,591
+110
+2% +$4.53K ﹤0.01% 1935
2025
Q1 		$264K Sell
6,481
-2,640
-29% -$103K ﹤0.01% 1965
2024
Q4 		$375K Buy
9,121
+344
+4% +$13.9K ﹤0.01% 1859
2024
Q3 		$323K Buy
8,777
+594
+7% +$20.3K ﹤0.01% 1942
2024
Q2 		$269K Buy
8,183
+796
+11% +$26.7K ﹤0.01% 1994
2024
Q1 		$267K Sell
7,387
-1,283
-15% -$45.1K ﹤0.01% 2010
2023
Q4 		$294K Buy
+8,670
New +$282K ﹤0.01% 1843

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

Pathstone Holdings's FHI Position: Q2 2026 in Review

Pathstone Holdings increased its Federated Hermes (FHI) stake by 0.53% in Q2 2026, buying an estimated $1.92K and bringing the position to 6,462 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

Pathstone Holdings first reported a position in FHI in Q4 2023 and has held it in 11 quarters since. The position peaked at $452K in Q3 2025. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Pathstone Holdings held 6,462 shares of Federated Hermes worth $357K as of Q2 2026.
  • Pathstone Holdings bought 34 Federated Hermes shares in Q2 2026, an estimated $1.92K.
  • Federated Hermes made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #2037 holding.
  • Pathstone Holdings first reported a position in Federated Hermes in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Federated Hermes position peaked at $452K in Q3 2025.
  • 391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.