Ritholtz Wealth Management’s Federated Hermes FHI Stock Holding History

Ritholtz 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	$6.23M	Buy	112,792 +8,952	+9%	+$506K	0.09%	133
2026 Q1	$5.89M	Buy	103,840 +18,653	+22%	+$1.02M	0.1%	133
2025 Q4	$4.44M	Buy	85,187 +12,090	+17%	+$614K	0.08%	166
2025 Q3	$3.8M	Buy	73,097 +16,888	+30%	+$856K	0.07%	180
2025 Q2	$2.49M	Buy	56,209 +24,750	+79%	+$1.02M	0.06%	237
2025 Q1	$1.28M	Buy	+31,459	New	+$1.23M	0.04%	343
2024 Q1	–	Sell	-15,249	Closed	-$516K	–	802
2023 Q4	$516K	Sell	15,249 -5,712	-27%	-$186K	0.02%	485
2023 Q3	$710K	Sell	20,961 -926	-4%	-$31.9K	0.03%	371
2023 Q2	$785K	Sell	21,887 -15,602	-42%	-$603K	0.04%	336
2023 Q1	$1.5M	Buy	37,489 +27,130	+262%	+$1.06M	0.08%	172
2022 Q4	$376K	Buy	+10,359	New	+$363K	0.02%	417

Other funds holding FHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Ritholtz Wealth Management increased its Federated Hermes (FHI) stake by 8.6% in Q2 2026, buying an estimated $506K and bringing the position to 112,792 shares worth $6.23M. The position accounts for 0.09% of the portfolio, ranked #133.

Ritholtz Wealth Management first reported a position in FHI in Q4 2022 and has held it in 11 quarters since. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Ritholtz Wealth Management held 112,792 shares of Federated Hermes worth $6.23M as of Q2 2026.
Ritholtz Wealth Management bought 8,952 Federated Hermes shares in Q2 2026, an estimated $506K.
Federated Hermes made up 0.09% of Ritholtz Wealth Management's portfolio in Q2 2026, its #133 holding.
Ritholtz Wealth Management first reported a position in Federated Hermes in Q4 2022 and has held it in 11 quarters since.
390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.