Stifel Financial
FHI icon

Stifel Financial’s Federated Hermes FHI Stock Holding History

Stifel Financial’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 		$443K Sell
8,020
-794
-9% -$44.9K ﹤0.01% 3043
2026
Q1 		$500K Sell
8,814
-1,010
-10% -$55.3K ﹤0.01% 2884
2025
Q4 		$512K Sell
9,824
-29
-0.3% -$1.47K ﹤0.01% 2848
2025
Q3 		$512K Buy
9,853
+2,781
+39% +$141K ﹤0.01% 2799
2025
Q2 		$313K Buy
+7,072
New +$291K ﹤0.01% 3025
2023
Q3 		– Sell
-106,662
Closed -$3.82M – 3327
2023
Q2 		$3.82M Buy
106,662
+99,254
+1,340% +$3.84M 0.01% 1206
2023
Q1 		$297K Buy
+7,408
New +$291K ﹤0.01% 2820
2020
Q1 		– Sell
-22,231
Closed -$725K – 2903
2019
Q4 		$725K Sell
22,231
-311
-1% -$10.2K ﹤0.01% 2033
2019
Q3 		$731K Sell
22,542
-1,748
-7% -$57.4K ﹤0.01% 1948
2019
Q2 		$786K Sell
24,290
-39,474
-62% -$1.25M ﹤0.01% 1952
2019
Q1 		$1.87M Buy
63,764
+5,291
+9% +$147K 0.01% 1277
2018
Q4 		$1.56M Buy
58,473
+14,162
+32% +$352K 0.01% 1282
2018
Q3 		$1.07M Buy
44,311
+2,374
+6% +$55.8K ﹤0.01% 1621
2018
Q2 		$985K Buy
41,937
+13,151
+46% +$351K ﹤0.01% 1628
2018
Q1 		$962K Buy
28,786
+17,451
+154% +$593K ﹤0.01% 1588
2017
Q4 		$406K Sell
11,335
-455
-4% -$14.7K ﹤0.01% 2032
2017
Q3 		$349K Buy
11,790
+4,110
+54% +$115K ﹤0.01% 2088
2017
Q2 		$216K Buy
+7,680
New +$205K ﹤0.01% 2301
2014
Q4 		– Sell
-19,266
Closed -$565K – 2369
2014
Q3 		$565K Sell
19,266
-872
-4% -$26.1K 0.01% 1448
2014
Q2 		$622K Sell
20,138
-18,782
-48% -$546K 0.01% 1366
2014
Q1 		$1.19M Buy
+38,920
New +$1.09M 0.01% 981

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

Stifel Financial's FHI Position: Q2 2026 in Review

Stifel Financial reduced its Federated Hermes (FHI) stake by 9% in Q2 2026, selling an estimated $44.9K and leaving 8,020 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #3043.

Stifel Financial first reported a position in FHI in Q1 2014 and has held it in 21 quarters since. The position peaked at $3.82M in Q2 2023. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Stifel Financial held 8,020 shares of Federated Hermes worth $443K as of Q2 2026.
  • Stifel Financial sold 794 Federated Hermes shares in Q2 2026, an estimated $44.9K.
  • Federated Hermes made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3043 holding.
  • Stifel Financial first reported a position in Federated Hermes in Q1 2014 and has held it in 21 quarters since.
  • Stifel Financial's Federated Hermes position peaked at $3.82M in Q2 2023.
  • 391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.