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Private Advisor Group’s Federated Hermes FHI Stock Holding History

Private Advisor Group’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 		$306K Buy
5,537
+475
+9% +$26.9K ﹤0.01% 2100
2026
Q1 		$287K Sell
5,062
-10
-0.2% -$548 ﹤0.01% 2212
2025
Q4 		$264K Buy
5,072
+439
+9% +$22.3K ﹤0.01% 2241
2025
Q3 		$241K Sell
4,633
-88
-2% -$4.46K ﹤0.01% 2222
2025
Q2 		$209K Buy
+4,721
New +$194K ﹤0.01% 2208
2020
Q3 		– Sell
-584
Closed -$14K – 2211
2020
Q2 		$14K Buy
+584
New +$12.9K ﹤0.01% 2753

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

Private Advisor Group's FHI Position: Q2 2026 in Review

Private Advisor Group increased its Federated Hermes (FHI) stake by 9.4% in Q2 2026, buying an estimated $26.9K and bringing the position to 5,537 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #2100.

Private Advisor Group first reported a position in FHI in Q2 2020 and has held it in 6 quarters since. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Private Advisor Group held 5,537 shares of Federated Hermes worth $306K as of Q2 2026.
  • Private Advisor Group bought 475 Federated Hermes shares in Q2 2026, an estimated $26.9K.
  • Federated Hermes made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2100 holding.
  • Private Advisor Group first reported a position in Federated Hermes in Q2 2020 and has held it in 6 quarters since.
  • 391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.