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Richardson Financial Services’s Federated Hermes FHI Stock Holding History

Richardson Financial Services’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 		$18.4K Buy
334
+32
+11% +$1.81K 0.01% 428
2026
Q1 		$17.1K Sell
302
-98
-25% -$5.37K 0.01% 429
2025
Q4 		$20.8K Buy
400
+98
+32% +$4.98K 0.01% 402
2025
Q3 		$15.7K Buy
+302
New +$15.3K 0.01% 406
2024
Q4 		– Sell
-240
Closed -$7.89K – 629
2024
Q3 		$7.89K Hold
240
– – 0.01% 422
2024
Q2 		$7.89K Sell
240
-114
-32% -$3.83K 0.01% 405
2024
Q1 		$12.8K Buy
354
+91
+35% +$3.2K 0.01% 384
2023
Q4 		$8.9K Buy
+263
New +$8.57K 0.01% 320

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

Richardson Financial Services's FHI Position: Q2 2026 in Review

Richardson Financial Services increased its Federated Hermes (FHI) stake by 11% in Q2 2026, buying an estimated $1.81K and bringing the position to 334 shares worth $18.4K. The position accounts for 0.01% of the portfolio, ranked #428.

Richardson Financial Services first reported a position in FHI in Q4 2023 and has held it in 8 quarters since. The position peaked at $20.8K in Q4 2025. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Richardson Financial Services held 334 shares of Federated Hermes worth $18.4K as of Q2 2026.
  • Richardson Financial Services bought 32 Federated Hermes shares in Q2 2026, an estimated $1.81K.
  • Federated Hermes made up 0.01% of Richardson Financial Services's portfolio in Q2 2026, its #428 holding.
  • Richardson Financial Services first reported a position in Federated Hermes in Q4 2023 and has held it in 8 quarters since.
  • Richardson Financial Services's Federated Hermes position peaked at $20.8K in Q4 2025.
  • 392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.