Physician Wealth Advisors’s Federated Hermes FHI Stock Holding History

Physician Wealth Advisors’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	$6.96K	Sell	126 -43	-25%	-$2.43K	﹤0.01%	978
2026 Q1	$9.58K	Buy	169 +71	+72%	+$3.89K	﹤0.01%	812
2025 Q4	$5.1K	Sell	98 -21	-18%	-$1.07K	﹤0.01%	966
2025 Q3	$6.18K	Buy	119 +58	+95%	+$2.94K	﹤0.01%	874
2025 Q2	$2.7K	Buy	61 +35	+135%	+$1.44K	﹤0.01%	947
2025 Q1	$1.06K	Buy	+26	New	+$1.01K	﹤0.01%	1016

Other funds holding FHI

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Physician Wealth Advisors's FHI Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Federated Hermes (FHI) stake by 25% in Q2 2026, selling an estimated $2.43K and leaving 126 shares worth $6.96K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Physician Wealth Advisors first reported a position in FHI in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.58K in Q1 2026. 131 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Physician Wealth Advisors held 126 shares of Federated Hermes worth $6.96K as of Q2 2026.
Physician Wealth Advisors sold 43 Federated Hermes shares in Q2 2026, an estimated $2.43K.
Federated Hermes made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #978 holding.
Physician Wealth Advisors first reported a position in Federated Hermes in Q1 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's Federated Hermes position peaked at $9.58K in Q1 2026.
131 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.