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Smartleaf Asset Management’s Federated Hermes FHI Stock Holding History

Smartleaf Asset 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 		$30.3K Hold
536
– – ﹤0.01% 1787
2026
Q1 		$30.1K Hold
536
– – ﹤0.01% 1742
2025
Q4 		$28.4K Hold
536
– – ﹤0.01% 1850
2025
Q3 		$27.8K Hold
536
– – ﹤0.01% 1673
2025
Q2 		$23.7K Sell
536
-81
-13% -$3.33K ﹤0.01% 1478
2025
Q1 		$25.1K Buy
617
+20
+3% +$781 ﹤0.01% 1488
2024
Q4 		$24.4K Sell
597
-11
-2% -$444 ﹤0.01% 1538
2024
Q3 		$22.5K Buy
608
+2
+0.3% +$68 ﹤0.01% 1278
2024
Q2 		$19.8K Buy
606
+81
+15% +$2.72K ﹤0.01% 1041
2024
Q1 		$18.7K Buy
+525
New +$18.4K ﹤0.01% 868

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

Smartleaf Asset Management's FHI Position: Q2 2026 in Review

Smartleaf Asset Management held its Federated Hermes (FHI) position steady in Q2 2026 at 536 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

Smartleaf Asset Management first reported a position in FHI in Q1 2024 and has held it in 10 quarters since. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Smartleaf Asset Management held 536 shares of Federated Hermes worth $30.3K as of Q2 2026.
  • Smartleaf Asset Management left its Federated Hermes share count unchanged in Q2 2026.
  • Federated Hermes made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1787 holding.
  • Smartleaf Asset Management first reported a position in Federated Hermes in Q1 2024 and has held it in 10 quarters since.
  • 391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.