Raymond James Financial
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Raymond James Financial’s Federated Hermes FHI Stock Holding History

Raymond James Financial’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 		$3.63M Buy
64,091
+1,749
+3% +$95.8K ﹤0.01% 2856
2025
Q4 		$3.25M Buy
62,342
+9,528
+18% +$484K ﹤0.01% 2862
2025
Q3 		$2.74M Sell
52,814
-4,054
-7% -$206K ﹤0.01% 2924
2025
Q2 		$2.52M Buy
56,868
+23,728
+72% +$976K ﹤0.01% 2890
2025
Q1 		$1.35M Sell
33,140
-48,767
-60% -$1.9M ﹤0.01% 3275
2024
Q4 		$3.37M Buy
+81,907
New +$3.31M ﹤0.01% 2589

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
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 $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Raymond James Financial's FHI Position: Q1 2026 in Review

Raymond James Financial increased its Federated Hermes (FHI) stake by 2.8% in Q1 2026, buying an estimated $95.8K and bringing the position to 64,091 shares worth $3.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2856.

Raymond James Financial first reported a position in FHI in Q4 2024 and has held it in 6 quarters since. 400 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • Raymond James Financial held 64,091 shares of Federated Hermes worth $3.63M as of Q1 2026.
  • Raymond James Financial bought 1,749 Federated Hermes shares in Q1 2026, an estimated $95.8K.
  • Federated Hermes made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2856 holding.
  • Raymond James Financial first reported a position in Federated Hermes in Q4 2024 and has held it in 6 quarters since.
  • 400 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.