RWM
FHI icon

Rialto Wealth Management’s Federated Hermes FHI Stock Holding History

Rialto 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 		$774 Sell
14
-6
-30% -$339 ﹤0.01% 1471
2026
Q1 		$1.14K Buy
20
+12
+150% +$657 ﹤0.01% 1060
2025
Q4 		$417 Hold
8
– – ﹤0.01% 1347
2025
Q3 		$416 Buy
8
+2
+33% +$101 ﹤0.01% 1310
2025
Q2 		$266 Buy
+6
New +$247 ﹤0.01% 1304

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

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

Rialto Wealth Management reduced its Federated Hermes (FHI) stake by 30% in Q2 2026, selling an estimated $339 and leaving 14 shares worth $774. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Rialto Wealth Management first reported a position in FHI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.14K in Q1 2026. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Rialto Wealth Management held 14 shares of Federated Hermes worth $774 as of Q2 2026.
  • Rialto Wealth Management sold 6 Federated Hermes shares in Q2 2026, an estimated $339.
  • Federated Hermes made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1471 holding.
  • Rialto Wealth Management first reported a position in Federated Hermes in Q2 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's Federated Hermes position peaked at $1.14K in Q1 2026.
  • 392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.