Private Wealth Management Group’s Federated Hermes FHI Stock Holding History

Private Wealth Management 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	$6.13K	Hold	111	–	–	﹤0.01%	771
2026 Q1	$6.29K	Hold	111	–	–	﹤0.01%	683
2025 Q4	$5.78K	Sell	111 -6	-5%	-$305	﹤0.01%	718
2025 Q3	$6.08K	Hold	117	–	–	﹤0.01%	715
2025 Q2	$5.19K	Hold	117	–	–	﹤0.01%	738
2025 Q1	$4.77K	Hold	117	–	–	﹤0.01%	746
2024 Q4	$4.81K	Hold	117	–	–	﹤0.01%	757
2024 Q3	$4.3K	Hold	117	–	–	﹤0.01%	787
2024 Q2	$3.85K	Buy	117 +49	+72%	+$1.64K	﹤0.01%	815
2024 Q1	$2.46K	Hold	68	–	–	﹤0.01%	886
2023 Q4	$2.3K	Buy	+68	New	+$2.21K	﹤0.01%	923

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

Private Wealth Management Group's FHI Position: Q2 2026 in Review

Private Wealth Management Group held its Federated Hermes (FHI) position steady in Q2 2026 at 111 shares worth $6.13K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Private Wealth Management Group first reported a position in FHI in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.29K in Q1 2026. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Private Wealth Management Group held 111 shares of Federated Hermes worth $6.13K as of Q2 2026.
Private Wealth Management Group left its Federated Hermes share count unchanged in Q2 2026.
Federated Hermes made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #771 holding.
Private Wealth Management Group first reported a position in Federated Hermes in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Federated Hermes position peaked at $6.29K in Q1 2026.
390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

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