Sequoia Financial Advisors’s Federated Hermes FHI Stock Holding History

Sequoia Financial 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	$2.13M	Buy	38,627 +438	+1%	+$24.8K	0.01%	619
2026 Q1	$2.17M	Buy	38,189 +3,176	+9%	+$174K	0.01%	577
2025 Q4	$1.82M	Buy	35,013 +9,488	+37%	+$482K	0.01%	611
2025 Q3	$1.33M	Buy	25,525 +8,648	+51%	+$439K	0.01%	665
2025 Q2	$748K	Buy	+16,877	New	+$694K	0.01%	816

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

Sequoia Financial Advisors's FHI Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Federated Hermes (FHI) stake by 1.1% in Q2 2026, buying an estimated $24.8K and bringing the position to 38,627 shares worth $2.13M. The position accounts for 0.01% of the portfolio, ranked #619.

Sequoia Financial Advisors first reported a position in FHI in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.17M in Q1 2026. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Sequoia Financial Advisors held 38,627 shares of Federated Hermes worth $2.13M as of Q2 2026.
Sequoia Financial Advisors bought 438 Federated Hermes shares in Q2 2026, an estimated $24.8K.
Federated Hermes made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #619 holding.
Sequoia Financial Advisors first reported a position in Federated Hermes in Q2 2025 and has held it in 5 quarters since.
Sequoia Financial Advisors's Federated Hermes position peaked at $2.17M in Q1 2026.
390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.