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RHS Financial’s Federated Hermes FHI Stock Holding History

RHS 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
Q2 		$479K Sell
8,680
-35
-0.4% -$1.98K 0.19% 87
2026
Q1 		$494K Sell
8,715
-84
-1% -$4.6K 0.23% 77
2025
Q4 		$458K Sell
8,799
-298
-3% -$15.1K 0.22% 70
2025
Q3 		$472K Sell
9,097
-224
-2% -$11.4K 0.25% 70
2025
Q2 		$413K Buy
9,321
+423
+5% +$17.4K 0.23% 77
2025
Q1 		$363K Buy
+8,898
New +$347K 0.2% 90

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

RHS Financial's FHI Position: Q2 2026 in Review

RHS Financial reduced its Federated Hermes (FHI) stake by 0.4% in Q2 2026, selling an estimated $1.98K and leaving 8,680 shares worth $479K. The position accounts for 0.19% of the portfolio, ranked #87.

RHS Financial first reported a position in FHI in Q1 2025 and has held it in 6 quarters since. The position peaked at $494K in Q1 2026. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • RHS Financial held 8,680 shares of Federated Hermes worth $479K as of Q2 2026.
  • RHS Financial sold 35 Federated Hermes shares in Q2 2026, an estimated $1.98K.
  • Federated Hermes made up 0.19% of RHS Financial's portfolio in Q2 2026, its #87 holding.
  • RHS Financial first reported a position in Federated Hermes in Q1 2025 and has held it in 6 quarters since.
  • RHS Financial's Federated Hermes position peaked at $494K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on RHS Financial's 13F filing for Q2 2026, filed 7 Aug 2026.