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Stirlingshire Investments’s Federated Hermes FHI Stock Holding History

Stirlingshire Investments’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 		$646K Buy
11,692
+3,841
+49% +$217K 0.48% 54
2026
Q1 		$445K Buy
7,851
+2,830
+56% +$155K 0.39% 68
2025
Q4 		$261K Buy
+5,021
New +$255K 0.23% 136

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

Stirlingshire Investments's FHI Position: Q2 2026 in Review

Stirlingshire Investments increased its Federated Hermes (FHI) stake by 49% in Q2 2026, buying an estimated $217K and bringing the position to 11,692 shares worth $646K. The position accounts for 0.48% of the portfolio, ranked #54.

Stirlingshire Investments first reported a position in FHI in Q4 2025 and has held it in 3 quarters since. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Stirlingshire Investments held 11,692 shares of Federated Hermes worth $646K as of Q2 2026.
  • Stirlingshire Investments bought 3,841 Federated Hermes shares in Q2 2026, an estimated $217K.
  • Federated Hermes made up 0.48% of Stirlingshire Investments's portfolio in Q2 2026, its #54 holding.
  • Stirlingshire Investments first reported a position in Federated Hermes in Q4 2025 and has held it in 3 quarters since.
  • 391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Stirlingshire Investments's 13F filing for Q2 2026, filed 31 Jul 2026.