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Principal Securities’s Federated Hermes FHI Stock Holding History

Principal Securities’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 		$403K Buy
7,297
+537
+8% +$30.4K ﹤0.01% 1178
2026
Q1 		$383K Buy
+6,760
New +$370K 0.01% 1095
2025
Q4 		– Sell
-477
Closed -$24.8K – 2085
2025
Q3 		$24.8K Buy
+477
New +$24.2K ﹤0.01% 2309
2024
Q3 		– Sell
-760
Closed -$25K – 3469
2024
Q2 		$25K Sell
760
-232
-23% -$7.78K ﹤0.01% 1955
2024
Q1 		$35.8K Buy
992
+271
+38% +$9.52K ﹤0.01% 1718
2023
Q4 		$24.4K Buy
+721
New +$23.5K ﹤0.01% 1821

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

Principal Securities's FHI Position: Q2 2026 in Review

Principal Securities increased its Federated Hermes (FHI) stake by 7.9% in Q2 2026, buying an estimated $30.4K and bringing the position to 7,297 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Principal Securities first reported a position in FHI in Q4 2023 and has held it in 6 quarters since. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Principal Securities held 7,297 shares of Federated Hermes worth $403K as of Q2 2026.
  • Principal Securities bought 537 Federated Hermes shares in Q2 2026, an estimated $30.4K.
  • Federated Hermes made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1178 holding.
  • Principal Securities first reported a position in Federated Hermes in Q4 2023 and has held it in 6 quarters since.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.