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Rothschild Investment LLC’s Federated Hermes FHI Stock Holding History

Rothschild Investment LLC’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 		$3.65K Sell
66
-10
-13% -$565 ﹤0.01% 2450
2026
Q1 		$4.31K Buy
76
+20
+36% +$1.09K ﹤0.01% 2135
2025
Q4 		$2.92K Buy
+56
New +$2.84K ﹤0.01% 2177

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Rothschild Investment LLC's FHI Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Federated Hermes (FHI) stake by 13% in Q2 2026, selling an estimated $565 and leaving 66 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #2450.

Rothschild Investment LLC first reported a position in FHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.31K in Q1 2026. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Rothschild Investment LLC held 66 shares of Federated Hermes worth $3.65K as of Q2 2026.
  • Rothschild Investment LLC sold 10 Federated Hermes shares in Q2 2026, an estimated $565.
  • Federated Hermes made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2450 holding.
  • Rothschild Investment LLC first reported a position in Federated Hermes in Q4 2025 and has held it in 3 quarters since.
  • Rothschild Investment LLC's Federated Hermes position peaked at $4.31K in Q1 2026.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.