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Strategic Investment Solutions’s Federated Hermes FHI Stock Holding History

Strategic Investment Solutions’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
2025
Q2 		– Sell
-100
Closed -$4.08K – 628
2025
Q1 		$4.08K Hold
100
– – ﹤0.01% 463
2024
Q4 		$4.11K Hold
100
– – ﹤0.01% 477
2024
Q3 		$3.68K Hold
100
– – ﹤0.01% 462
2024
Q2 		$3.43K Buy
+100
New +$3.35K ﹤0.01% 459

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Strategic Investment Solutions's FHI Position: Q2 2025 in Review

Strategic Investment Solutions sold out of Federated Hermes (FHI) in Q2 2025, closing a stake of 100 shares — an estimated $4.08K sold.

Strategic Investment Solutions first reported a position in FHI in Q2 2024 and held it in 4 quarters. The position peaked at $4.11K in Q4 2024. 363 funds tracked by Wall St. Rank hold FHI as of Q2 2025.

  • Strategic Investment Solutions reported no remaining Federated Hermes position as of Q2 2025 after selling out during the quarter.
  • Strategic Investment Solutions sold 100 Federated Hermes shares in Q2 2025, an estimated $4.08K.
  • Strategic Investment Solutions first reported a position in Federated Hermes in Q2 2024 and held it in 4 quarters.
  • Strategic Investment Solutions's Federated Hermes position peaked at $4.11K in Q4 2024.
  • 363 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2025.

Based on Strategic Investment Solutions's 13F filing for Q2 2025, filed 16 Jul 2025.