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R Squared’s Federated Hermes FHI Stock Holding History

R Squared’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
Q1 		– Sell
-4,553
Closed -$237K – 554
2025
Q4 		$237K Buy
+4,553
New +$231K 0.11% 299
2025
Q1 		– Sell
-1,050
Closed -$43.2K – 703
2024
Q4 		$43.2K Buy
+1,050
New +$42.4K 0.04% 555

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

R Squared's FHI Position: Q1 2026 in Review

R Squared sold out of Federated Hermes (FHI) in Q1 2026, closing a stake of 4,553 shares — an estimated $237K sold.

R Squared first reported a position in FHI in Q4 2024 and held it in 2 quarters. The position peaked at $237K in Q4 2025. 401 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • R Squared reported no remaining Federated Hermes position as of Q1 2026 after selling out during the quarter.
  • R Squared sold 4,553 Federated Hermes shares in Q1 2026, an estimated $237K.
  • R Squared first reported a position in Federated Hermes in Q4 2024 and held it in 2 quarters.
  • R Squared's Federated Hermes position peaked at $237K in Q4 2025.
  • 401 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.