Prelude Capital Management’s Federated Hermes FHI Stock Holding History

Prelude Capital Management’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	–	Sell	-6,365	Closed	-$361K	–	1335
2026 Q1	$361K	Buy	+6,365	New	+$349K	0.03%	637
2025 Q4	–	Sell	-4,263	Closed	-$221K	–	1379
2025 Q3	$221K	Sell	4,263 -632	-13%	-$32K	0.02%	890
2025 Q2	$217K	Sell	4,895 -297	-6%	-$12.2K	0.02%	776
2025 Q1	$212K	Buy	+5,192	New	+$203K	0.02%	908
2024 Q4	–	Sell	-12,191	Closed	-$448K	–	1311
2024 Q3	$448K	Sell	12,191 -6,340	-34%	-$217K	0.03%	676
2024 Q2	$609K	Buy	18,531 +3,903	+27%	+$131K	0.04%	460
2024 Q1	$528K	Buy	+14,628	New	+$514K	0.03%	615
2023 Q3	–	Sell	-7,532	Closed	-$270K	–	1206
2023 Q2	$270K	Sell	7,532 -204	-3%	-$7.88K	0.02%	696
2023 Q1	$311K	Buy	+7,736	New	+$304K	0.02%	634
2022 Q4	–	Sell	-6,956	Closed	-$230K	–	1421
2022 Q3	$230K	Sell	6,956 -3,512	-34%	-$120K	0.01%	1015
2022 Q2	$333K	Buy	+10,468	New	+$332K	0.01%	1008
2022 Q1	–	Sell	-12,702	Closed	-$477K	–	1966
2021 Q4	$477K	Buy	+12,702	New	+$441K	0.01%	1042
2020 Q1	–	Sell	-937	Closed	-$31K	–	1603
2019 Q4	$31K	Buy	+937	New	+$30.6K	﹤0.01%	1488
2016 Q2	–	Sell	-22,200	Closed	-$640K	–	1621
2016 Q1	$640K	Buy	+22,200	New	+$584K	0.09%	252

Other funds holding FHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Prelude Capital Management's FHI Position: Q2 2026 in Review

Prelude Capital Management sold out of Federated Hermes (FHI) in Q2 2026, closing a stake of 6,365 shares — an estimated $361K sold.

Prelude Capital Management first reported a position in FHI in Q1 2016 and held it in 14 quarters. The position peaked at $640K in Q1 2016. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Prelude Capital Management reported no remaining Federated Hermes position as of Q2 2026 after selling out during the quarter.
Prelude Capital Management sold 6,365 Federated Hermes shares in Q2 2026, an estimated $361K.
Prelude Capital Management first reported a position in Federated Hermes in Q1 2016 and held it in 14 quarters.
Prelude Capital Management's Federated Hermes position peaked at $640K in Q1 2016.
390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.