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 Q2	$25.8K	Buy	+25,839	New	+$1.46M	0.01%	57

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

Shepherd Wealth Management's FHI Position: Q2 2026 in Review

Shepherd Wealth Management opened a new position in Federated Hermes (FHI) in Q2 2026: 25,839 shares worth $25.8K. The stake represents 0.01% of the portfolio and ranks #57 among its holdings.

392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Shepherd Wealth Management held 25,839 shares of Federated Hermes worth $25.8K as of Q2 2026.
Federated Hermes was a new Shepherd Wealth Management position in Q2 2026.
Federated Hermes made up 0.01% of Shepherd Wealth Management's portfolio in Q2 2026, its #57 holding.
392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.