Raffa Wealth Management’s Federated Hermes FHI Stock Holding History

Raffa Wealth 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	$110	Sell	2 -1	-33%	-$57	﹤0.01%	1367
2026 Q1	$170	Buy	+3	New	+$164	﹤0.01%	1206
2015 Q4	–	Sell	-130	Closed	-$3.76K	–	861
2015 Q3	$3.76K	Hold	130	–	–	﹤0.01%	237
2015 Q2	$4.35K	Hold	130	–	–	﹤0.01%	215
2015 Q1	$4.41K	Buy	+130	New	+$4.32K	﹤0.01%	207

Other funds holding FHI

BlackRock New York $6.73T AUM 46.02% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Raffa Wealth Management's FHI Position: Q2 2026 in Review

Raffa Wealth Management reduced its Federated Hermes (FHI) stake by 33% in Q2 2026, selling an estimated $57 and leaving 2 shares worth $110. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

Raffa Wealth Management first reported a position in FHI in Q1 2015 and has held it in 5 quarters since. The position peaked at $4.41K in Q1 2015. 367 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Raffa Wealth Management held 2 shares of Federated Hermes worth $110 as of Q2 2026.
Raffa Wealth Management sold 1 Federated Hermes share in Q2 2026, an estimated $57.
Federated Hermes made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1367 holding.
Raffa Wealth Management first reported a position in Federated Hermes in Q1 2015 and has held it in 5 quarters since.
Raffa Wealth Management's Federated Hermes position peaked at $4.41K in Q1 2015.
367 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

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