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Pinnacle Wealth Planning Services’s Federated Hermes FHI Stock Holding History

Pinnacle Wealth Planning Services’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 		$14.5K Hold
262
– – ﹤0.01% 1920
2026
Q1 		$14.9K Hold
262
– – ﹤0.01% 1834
2025
Q4 		$13.6K Buy
+262
New +$13.3K ﹤0.01% 1890
2021
Q1 		– Sell
-1,686
Closed -$48K – 914
2020
Q4 		$48K Buy
+1,686
New +$44.9K 0.01% 816

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

Pinnacle Wealth Planning Services's FHI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Federated Hermes (FHI) position steady in Q2 2026 at 262 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1920.

Pinnacle Wealth Planning Services first reported a position in FHI in Q4 2020 and has held it in 4 quarters since. The position peaked at $48K in Q4 2020. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 262 shares of Federated Hermes worth $14.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Federated Hermes share count unchanged in Q2 2026.
  • Federated Hermes made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1920 holding.
  • Pinnacle Wealth Planning Services first reported a position in Federated Hermes in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Federated Hermes position peaked at $48K in Q4 2020.
  • 392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.