SAM
FHI icon

S.A. Mason’s Federated Hermes FHI Stock Holding History

S.A. Mason’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
Q3 		– Sell
-854
Closed -$37.9K – 287
2025
Q2 		$37.9K Buy
854
+4
+0.5% +$165 0.02% 303
2025
Q1 		$34.6K Buy
850
+5
+0.6% +$195 0.02% 297
2024
Q4 		$34.7K Buy
845
+4
+0.5% +$162 0.02% 291
2024
Q3 		$30.9K Buy
841
+5
+0.6% +$171 0.02% 289
2024
Q2 		$27.5K Buy
836
+5
+0.6% +$168 0.02% 283
2024
Q1 		$30K Buy
831
+5
+0.6% +$176 0.02% 269
2023
Q4 		$28K Buy
826
+4
+0.5% +$130 0.02% 269
2023
Q3 		$27.8K Buy
822
+9
+1% +$310 0.02% 268
2023
Q2 		$32.6K Hold
813
– – 0.02% 271
2023
Q1 		$32.6K Buy
813
+4
+0.5% +$157 0.02% 271
2022
Q4 		$29.4K Buy
809
+4
+0.5% +$140 0.02% 274
2022
Q3 		$27K Buy
805
+4
+0.5% +$137 0.02% 281
2022
Q2 		$25K Buy
801
+4
+0.5% +$127 0.02% 289
2022
Q1 		$27K Buy
797
+4
+0.5% +$136 0.02% 295
2021
Q4 		$30K Buy
793
+4
+0.5% +$139 0.02% 281
2021
Q3 		$26K Buy
789
+4
+0.5% +$130 0.02% 284
2021
Q2 		$27K Buy
785
+5
+0.6% +$159 0.02% 280
2021
Q1 		$24K Buy
780
+4
+0.5% +$118 0.02% 272
2020
Q4 		$22K Buy
776
+5
+0.6% +$133 0.02% 261
2020
Q3 		$17K Sell
771
-357
-32% -$8.47K 0.02% 249
2020
Q2 		$27K Sell
1,128
-1,589
-58% -$35.2K 0.03% 239
2020
Q1 		$52K Buy
2,717
+6
+0.2% +$178 0.06% 203
2019
Q4 		$88K Buy
+2,711
New +$88.5K 0.08% 188

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

S.A. Mason's FHI Position: Q3 2025 in Review

S.A. Mason sold out of Federated Hermes (FHI) in Q3 2025, closing a stake of 854 shares — an estimated $37.9K sold.

S.A. Mason first reported a position in FHI in Q4 2019 and held it in 23 quarters. The position peaked at $88K in Q4 2019. 371 funds tracked by Wall St. Rank hold FHI as of Q3 2025.

  • S.A. Mason reported no remaining Federated Hermes position as of Q3 2025 after selling out during the quarter.
  • S.A. Mason sold 854 Federated Hermes shares in Q3 2025, an estimated $37.9K.
  • S.A. Mason first reported a position in Federated Hermes in Q4 2019 and held it in 23 quarters.
  • S.A. Mason's Federated Hermes position peaked at $88K in Q4 2019.
  • 371 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2025.

Based on S.A. Mason's 13F filing for Q3 2025, filed 14 Oct 2025.