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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return