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SummitTX Capital’s Federated Hermes FHI Stock Holding History

SummitTX Capital’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 		$1.17M Buy
+21,248
New +$1.2M 0.03% 429
2026
Q1 		– Sell
-9,085
Closed -$473K – 838
2025
Q4 		$473K Buy
+9,085
New +$461K 0.01% 536
2025
Q2 		– Sell
-67,800
Closed -$2.76M – 829
2025
Q1 		$2.76M Buy
+67,800
New +$2.65M 0.12% 196

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

SummitTX Capital's FHI Position: Q2 2026 in Review

SummitTX Capital opened a new position in Federated Hermes (FHI) in Q2 2026: 21,248 shares worth $1.17M. The stake represents 0.03% of the portfolio and ranks #429 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in FHI as recently as Q4 2025.

SummitTX Capital first reported a position in FHI in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.76M in Q1 2025. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • SummitTX Capital held 21,248 shares of Federated Hermes worth $1.17M as of Q2 2026.
  • Federated Hermes was a new SummitTX Capital position in Q2 2026.
  • Federated Hermes made up 0.03% of SummitTX Capital's portfolio in Q2 2026, its #429 holding.
  • SummitTX Capital first reported a position in Federated Hermes in Q1 2025 and has held it in 3 quarters since.
  • SummitTX Capital's Federated Hermes position peaked at $2.76M in Q1 2025.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.