Sanctuary Advisors’s Federated Hermes FHI Stock Holding History

Sanctuary Advisors’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	-13,711	Closed	-$778K	–	2878
2026 Q1	$778K	Buy	+13,711	New	+$751K	﹤0.01%	1492
2025 Q3	–	Sell	-7,331	Closed	-$325K	–	2455
2025 Q2	$325K	Buy	+7,331	New	+$302K	﹤0.01%	1866
2025 Q1	–	Sell	-23,046	Closed	-$916K	–	2265
2024 Q4	$916K	Buy	23,046 +10,135	+78%	+$409K	0.01%	1307
2024 Q3	$547K	Buy	+12,911	New	+$442K	﹤0.01%	1640

Other funds holding FHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Sanctuary Advisors's FHI Position: Q2 2026 in Review

Sanctuary Advisors sold out of Federated Hermes (FHI) in Q2 2026, closing a stake of 13,711 shares — an estimated $778K sold.

Sanctuary Advisors first reported a position in FHI in Q3 2024 and held it in 4 quarters. The position peaked at $916K in Q4 2024. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Sanctuary Advisors reported no remaining Federated Hermes position as of Q2 2026 after selling out during the quarter.
Sanctuary Advisors sold 13,711 Federated Hermes shares in Q2 2026, an estimated $778K.
Sanctuary Advisors first reported a position in Federated Hermes in Q3 2024 and held it in 4 quarters.
Sanctuary Advisors's Federated Hermes position peaked at $916K in Q4 2024.
391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.