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SBI Securities’s Federated Hermes FHI Stock Holding History

SBI Securities’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 		$6.29K Hold
114
– – ﹤0.01% 2072
2026
Q1 		$6.46K Buy
114
+22
+24% +$1.21K ﹤0.01% 1916
2025
Q4 		$4.79K Sell
92
-6
-6% -$305 ﹤0.01% 2040
2025
Q3 		$5.09K Buy
98
+4
+4% +$203 ﹤0.01% 2038
2025
Q2 		$4.17K Buy
94
+2
+2% +$82 ﹤0.01% 2072
2025
Q1 		$3.75K Hold
92
– – ﹤0.01% 2019
2024
Q4 		$3.78K Buy
+92
New +$3.72K ﹤0.01% 2028

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

SBI Securities's FHI Position: Q2 2026 in Review

SBI Securities held its Federated Hermes (FHI) position steady in Q2 2026 at 114 shares worth $6.29K. The position accounts for ﹤0.01% of the portfolio, ranked #2072.

SBI Securities first reported a position in FHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.46K in Q1 2026. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • SBI Securities held 114 shares of Federated Hermes worth $6.29K as of Q2 2026.
  • SBI Securities left its Federated Hermes share count unchanged in Q2 2026.
  • Federated Hermes made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2072 holding.
  • SBI Securities first reported a position in Federated Hermes in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Federated Hermes position peaked at $6.46K in Q1 2026.
  • 392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.