Shepherd Wealth Management
FHI icon

Shepherd Wealth Management’s Federated Hermes FHI Stock Holding History

Shepherd Wealth Management’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
Q3 		– Sell
-25,839
Closed -$25.8K – 59
2026
Q2 		$25.8K Buy
+25,839
New +$1.46M 0.01% 57

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Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Schneider Downs Wealth Management Advisors
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Shepherd Wealth Management's FHI Position: Q3 2026 in Review

Shepherd Wealth Management sold out of Federated Hermes (FHI) in Q3 2026, closing a stake of 25,839 shares — an estimated $25.8K sold.

Shepherd Wealth Management first reported a position in FHI in Q2 2026 and held it in 1 quarter. The position peaked at $25.8K in Q2 2026. 337 funds tracked by Wall St. Rank hold FHI as of Q3 2026.

  • Shepherd Wealth Management reported no remaining Federated Hermes position as of Q3 2026 after selling out during the quarter.
  • Shepherd Wealth Management sold 25,839 Federated Hermes shares in Q3 2026, an estimated $25.8K.
  • Shepherd Wealth Management first reported a position in Federated Hermes in Q2 2026 and held it in 1 quarter.
  • Shepherd Wealth Management's Federated Hermes position peaked at $25.8K in Q2 2026.
  • 337 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2026.

Based on Shepherd Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.