StackStone Wealth’s Federated Hermes FHI Stock Holding History

StackStone Wealth’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 Q3	$2.59M	Buy	+45,941	New	+$2.78M	0.26%	107

Other funds holding FHI

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Alpha Omega Wealth Management Richmond, Virginia $665M AUM 18.39% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

StackStone Wealth's FHI Position: Q3 2026 in Review

StackStone Wealth opened a new position in Federated Hermes (FHI) in Q3 2026: 45,941 shares worth $2.59M. The stake represents 0.26% of the portfolio and ranks #107 among its holdings.

110 funds tracked by Wall St. Rank hold FHI as of Q3 2026.

StackStone Wealth held 45,941 shares of Federated Hermes worth $2.59M as of Q3 2026.
Federated Hermes was a new StackStone Wealth position in Q3 2026.
Federated Hermes made up 0.26% of StackStone Wealth's portfolio in Q3 2026, its #107 holding.
110 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.