Root Financial Partners’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
Other funds holding FHI
Root Financial Partners's FHI Position: Q3 2026 in Review
Root Financial Partners opened a new position in Federated Hermes (FHI) in Q3 2026: 568 shares worth $32K. The stake represents ﹤0.01% of the portfolio and ranks #1310 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FHI as recently as Q1 2026.
Root Financial Partners first reported a position in FHI in Q3 2025 and has held it in 4 quarters since. The position peaked at $32.4K in Q1 2026. 337 funds tracked by Wall St. Rank hold FHI as of Q3 2026.
- Root Financial Partners held 568 shares of Federated Hermes worth $32K as of Q3 2026.
- Federated Hermes was a new Root Financial Partners position in Q3 2026.
- Federated Hermes made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1310 holding.
- Root Financial Partners first reported a position in Federated Hermes in Q3 2025 and has held it in 4 quarters since.
- Root Financial Partners's Federated Hermes position peaked at $32.4K in Q1 2026.
- 337 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2026.
Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.