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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
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 $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

Smartleaf Asset Management's FHI Position: Q1 2026 in Review

Smartleaf Asset Management held its Federated Hermes (FHI) position steady in Q1 2026 at 536 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1742.

Smartleaf Asset Management first reported a position in FHI in Q1 2024 and has held it in 9 quarters since. 400 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • Smartleaf Asset Management held 536 shares of Federated Hermes worth $30.1K as of Q1 2026.
  • Smartleaf Asset Management left its Federated Hermes share count unchanged in Q1 2026.
  • Federated Hermes made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1742 holding.
  • Smartleaf Asset Management first reported a position in Federated Hermes in Q1 2024 and has held it in 9 quarters since.
  • 400 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.