Roble Belko & Company’s Federated Hermes FHI Stock Holding History

Roble Belko & Company’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
2025 Q1	–	Sell	-15	Closed	-$1K	–	415
2024 Q4	$1K	Hold	15	–	–	﹤0.01%	330
2024 Q3	$1K	Hold	15	–	–	﹤0.01%	308
2024 Q2	$0	Hold	15	–	–	﹤0.01%	347
2024 Q1	$1K	Hold	15	–	–	﹤0.01%	297
2023 Q4	$1K	Hold	15	–	–	﹤0.01%	298
2023 Q3	$1K	Hold	15	–	–	﹤0.01%	269
2023 Q2	$1K	Hold	15	–	–	﹤0.01%	271
2023 Q1	$1K	Hold	15	–	–	﹤0.01%	273
2022 Q4	$1K	Hold	15	–	–	﹤0.01%	298
2022 Q3	$0	Hold	15	–	–	﹤0.01%	325
2022 Q2	$0	Sell	15 -5	-25%	-$158	﹤0.01%	343
2022 Q1	$1K	Sell	20 -35	-64%	-$1.19K	﹤0.01%	354
2021 Q4	$2K	Sell	55 -5	-8%	-$173	﹤0.01%	308
2021 Q3	$2K	Sell	60 -15	-20%	-$489	﹤0.01%	284
2021 Q2	$3K	Buy	+75	New	+$2.39K	﹤0.01%	293
2020 Q4	–	Sell	-75	Closed	-$2K	–	316
2020 Q3	$2K	Hold	75	–	–	﹤0.01%	290
2020 Q2	$2K	Hold	75	–	–	﹤0.01%	298
2020 Q1	$1K	Hold	75	–	–	﹤0.01%	308
2019 Q4	$2K	Hold	75	–	–	﹤0.01%	315
2019 Q3	$2K	Hold	75	–	–	﹤0.01%	313
2019 Q2	$2K	Hold	75	–	–	﹤0.01%	319
2019 Q1	$2K	Hold	75	–	–	﹤0.01%	292
2018 Q4	$2K	Hold	75	–	–	﹤0.01%	288
2018 Q3	$2K	Hold	75	–	–	﹤0.01%	296
2018 Q2	$2K	Hold	75	–	–	﹤0.01%	302
2018 Q1	$3K	Hold	75	–	–	﹤0.01%	292
2017 Q4	$3K	Hold	75	–	–	﹤0.01%	281
2017 Q3	$2K	Buy	+75	New	+$2.11K	﹤0.01%	258

Other funds holding FHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Roble Belko & Company's FHI Position: Q1 2025 in Review

Roble Belko & Company sold out of Federated Hermes (FHI) in Q1 2025, closing a stake of 15 shares — an estimated $1K sold.

Roble Belko & Company first reported a position in FHI in Q3 2017 and held it in 28 quarters. The position peaked at $3K in Q2 2021. 321 funds tracked by Wall St. Rank hold FHI as of Q1 2025.

Roble Belko & Company reported no remaining Federated Hermes position as of Q1 2025 after selling out during the quarter.
Roble Belko & Company sold 15 Federated Hermes shares in Q1 2025, an estimated $1K.
Roble Belko & Company first reported a position in Federated Hermes in Q3 2017 and held it in 28 quarters.
Roble Belko & Company's Federated Hermes position peaked at $3K in Q2 2021.
321 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2025.

Based on Roble Belko & Company's 13F filing for Q1 2025, filed 8 May 2025.