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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
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 $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

Richardson Financial Services's FHI Position: Q1 2026 in Review

Richardson Financial Services reduced its Federated Hermes (FHI) stake by 25% in Q1 2026, selling an estimated $5.37K and leaving 302 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #429.

Richardson Financial Services first reported a position in FHI in Q4 2023 and has held it in 7 quarters since. The position peaked at $20.8K in Q4 2025. 399 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • Richardson Financial Services held 302 shares of Federated Hermes worth $17.1K as of Q1 2026.
  • Richardson Financial Services sold 98 Federated Hermes shares in Q1 2026, an estimated $5.37K.
  • Federated Hermes made up 0.01% of Richardson Financial Services's portfolio in Q1 2026, its #429 holding.
  • Richardson Financial Services first reported a position in Federated Hermes in Q4 2023 and has held it in 7 quarters since.
  • Richardson Financial Services's Federated Hermes position peaked at $20.8K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.