Simplex Trading
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Simplex Trading’s Federated Hermes FHI Stock Holding History

Simplex Trading’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
Q1 		$5.67K Buy
+100
New +$5.48K ﹤0.01% 7804
2025
Q4 		– Sell
-400
Closed -$20K – 9008
2025
Q3 		$20K Sell
400
-400
-50% -$20.3K ﹤0.01% 7315
2025
Q2 		$35K Buy
+800
New +$32.9K ﹤0.01% 6255
2024
Q4 		– Sell
-400
Closed -$14K – 8850
2024
Q3 		$14K Sell
400
-7,600
-95% -$260K ﹤0.01% 6943
2024
Q2 		$263K Buy
+8,000
New +$268K ﹤0.01% 4371
2023
Q4 		– Sell
-2,200
Closed -$74K – 9095
2023
Q3 		$74K Sell
2,200
-700
-24% -$24.1K ﹤0.01% 5407
2023
Q2 		$103K Buy
2,900
+2,600
+867% +$100K ﹤0.01% 5046
2023
Q1 		$12K Hold
300
– – ﹤0.01% 7375
2022
Q4 		$10K Buy
300
+200
+200% +$7.01K ﹤0.01% 7529
2022
Q3 		$3K Hold
100
– – ﹤0.01% 9076
2022
Q2 		$3K Sell
100
-12,800
-99% -$406K ﹤0.01% 9133
2022
Q1 		$439K Sell
12,900
-15,600
-55% -$531K ﹤0.01% 3997
2021
Q4 		$1.07M Buy
28,500
+18,800
+194% +$652K ﹤0.01% 2766
2021
Q3 		$333K Hold
9,700
– – ﹤0.01% 4735
2021
Q2 		$328K Buy
+9,700
New +$309K ﹤0.01% 4828
2021
Q1 		– Sell
-104
Closed -$300K – 9161
2020
Q4 		$300K Buy
104
+46
+79% +$1.22K ﹤0.01% 4072
2020
Q3 		$124K Buy
58
+4
+7% +$95 ﹤0.01% 4659
2020
Q2 		$127K Buy
54
+27
+100% +$598 ﹤0.01% 4538
2020
Q1 		$51K Buy
+27
New +$801 ﹤0.01% 5102
2019
Q3 		– Sell
-5
Closed -$16K – 7431
2019
Q2 		$16K Sell
5
-11
-69% -$347 ﹤0.01% 5777
2019
Q1 		$46K Sell
16
-32
-67% -$889 ﹤0.01% 5067
2018
Q4 		$127K Buy
48
+29
+153% +$720 ﹤0.01% 3615
2018
Q3 		$45K Sell
19
-465
-96% -$10.9K ﹤0.01% 5263
2018
Q2 		$1.13M Buy
+484
New +$12.9K ﹤0.01% 1684
2016
Q3 		– Sell
-16
Closed -$2K – 5977
2016
Q2 		$2K Buy
+16
New +$489 ﹤0.01% 4914

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simplex Trading's FHI Position: Q1 2026 in Review

Simplex Trading opened a new position in Federated Hermes (FHI) in Q1 2026: 1,479 shares worth $83.9K. The stake represents ﹤0.01% of the portfolio and ranks #5298 among its holdings. This is a return to the name: Simplex Trading previously reported a position in FHI as recently as Q3 2025.

Simplex Trading first reported a position in FHI in Q4 2014 and has held it in 27 quarters since. The position peaked at $1.26M in Q1 2023. 399 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • Simplex Trading held 1,479 shares of Federated Hermes worth $83.9K as of Q1 2026.
  • Federated Hermes was a new Simplex Trading position in Q1 2026.
  • Federated Hermes made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #5298 holding.
  • Simplex Trading first reported a position in Federated Hermes in Q4 2014 and has held it in 27 quarters since.
  • Simplex Trading's Federated Hermes position peaked at $1.26M in Q1 2023.
  • 399 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.