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Root Financial Partners’s Federated Hermes FHI Stock Holding History

Root Financial Partners’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 		– Sell
-571
Closed -$32.4K – 1366
2026
Q1 		$32.4K Buy
571
+237
+71% +$13K ﹤0.01% 1073
2025
Q4 		$17.4K Buy
334
+35
+12% +$1.78K ﹤0.01% 1245
2025
Q3 		$15.5K Buy
+299
New +$15.2K ﹤0.01% 1243

Other funds holding FHI

SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Root Financial Partners's FHI Position: Q2 2026 in Review

Root Financial Partners sold out of Federated Hermes (FHI) in Q2 2026, closing a stake of 571 shares — an estimated $32.4K sold.

Root Financial Partners first reported a position in FHI in Q3 2025 and held it in 3 quarters. The position peaked at $32.4K in Q1 2026. 120 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Root Financial Partners reported no remaining Federated Hermes position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 571 Federated Hermes shares in Q2 2026, an estimated $32.4K.
  • Root Financial Partners first reported a position in Federated Hermes in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Federated Hermes position peaked at $32.4K in Q1 2026.
  • 120 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.