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Sound View Wealth Advisors Group’s Federated Hermes FHI Stock Holding History

Sound View Wealth Advisors Group’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 		$270K Sell
4,763
-903
-16% -$49.5K 0.02% 361
2025
Q4 		$295K Sell
5,666
-220
-4% -$11.2K 0.02% 355
2025
Q3 		$306K Sell
5,886
-979
-14% -$49.6K 0.02% 353
2025
Q2 		$304K Sell
6,865
-5,878
-46% -$242K 0.02% 345
2025
Q1 		$520K Sell
12,743
-5,498
-30% -$215K 0.04% 253
2024
Q4 		$750K Sell
18,241
-5,694
-24% -$230K 0.06% 212
2024
Q3 		$880K Sell
23,935
-12,282
-34% -$421K 0.07% 196
2024
Q2 		$1.19M Buy
36,217
+260
+0.7% +$8.72K 0.12% 148
2024
Q1 		$1.3M Sell
35,957
-2,996
-8% -$105K 0.14% 142
2023
Q4 		$1.32M Sell
38,953
-4
-0% -$130 0.15% 137
2023
Q3 		$1.32M Sell
38,957
-21
-0.1% -$723 0.16% 123
2023
Q2 		$1.4M Hold
38,978
– – 0.18% 115
2023
Q1 		$1.56M Buy
38,978
+25
+0.1% +$981 0.21% 104
2022
Q4 		$1.32M Buy
38,953
+351
+0.9% +$12.3K 0.15% 137
2022
Q3 		$1.28M Hold
38,602
– – 0.29% 89
2022
Q2 		$1.23M Sell
38,602
-4,733
-11% -$150K 0.26% 97
2022
Q1 		$1.48M Sell
43,335
-2,550
-6% -$86.8K 0.28% 88
2021
Q4 		$1.72M Sell
45,885
-2,916
-6% -$101K 0.33% 75
2021
Q3 		$1.59M Sell
48,801
-4,722
-9% -$154K 0.33% 80
2021
Q2 		$1.81M Buy
53,523
+20,070
+60% +$639K 0.38% 68
2021
Q1 		$1.05M Hold
33,453
– – 0.24% 98
2020
Q4 		$966K Buy
33,453
+2,325
+7% +$61.9K 0.24% 99
2020
Q3 		$670K Buy
31,128
+18,983
+156% +$450K 0.18% 122
2020
Q2 		$288K Buy
12,145
+503
+4% +$11.1K 0.08% 193
2020
Q1 		$222K Buy
11,642
+1
+0% +$30 0.08% 195
2019
Q4 		$379K Sell
11,641
-39
-0.3% -$1.27K 0.11% 165
2019
Q3 		$379K Hold
11,680
– – 0.11% 162
2019
Q2 		$380K Buy
+11,680
New +$369K 0.11% 163

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

Sound View Wealth Advisors Group's FHI Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Federated Hermes (FHI) stake by 16% in Q1 2026, selling an estimated $49.5K and leaving 4,763 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #361.

Sound View Wealth Advisors Group first reported a position in FHI in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.81M in Q2 2021. 399 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • Sound View Wealth Advisors Group held 4,763 shares of Federated Hermes worth $270K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 903 Federated Hermes shares in Q1 2026, an estimated $49.5K.
  • Federated Hermes made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #361 holding.
  • Sound View Wealth Advisors Group first reported a position in Federated Hermes in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Federated Hermes position peaked at $1.81M in Q2 2021.
  • 399 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.