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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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 $481B AUM 30.42% 1-Year Est. Return

RHS Financial's FHI Position: Q1 2026 in Review

RHS Financial reduced its Federated Hermes (FHI) stake by 0.95% in Q1 2026, selling an estimated $4.6K and leaving 8,715 shares worth $494K. The position accounts for 0.23% of the portfolio, ranked #77.

RHS Financial first reported a position in FHI in Q1 2025 and has held it in 5 quarters since. 400 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • RHS Financial held 8,715 shares of Federated Hermes worth $494K as of Q1 2026.
  • RHS Financial sold 84 Federated Hermes shares in Q1 2026, an estimated $4.6K.
  • Federated Hermes made up 0.23% of RHS Financial's portfolio in Q1 2026, its #77 holding.
  • RHS Financial first reported a position in Federated Hermes in Q1 2025 and has held it in 5 quarters since.
  • 400 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on RHS Financial's 13F filing for Q1 2026, filed 28 Apr 2026.