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Sunbelt Securities’s Federated Hermes FHI Stock Holding History

Sunbelt Securities’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
Q1 		$2.44K Hold
43
– – ﹤0.01% 1872
2025
Q4 		$2.24K Hold
43
– – ﹤0.01% 1853
2025
Q3 		$2.23K Buy
+43
New +$2.18K ﹤0.01% 1838

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sunbelt Securities's FHI Position: Q1 2026 in Review

Sunbelt Securities held its Federated Hermes (FHI) position steady in Q1 2026 at 43 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1872.

Sunbelt Securities first reported a position in FHI in Q3 2025 and has held it in 3 quarters since. 399 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • Sunbelt Securities held 43 shares of Federated Hermes worth $2.44K as of Q1 2026.
  • Sunbelt Securities left its Federated Hermes share count unchanged in Q1 2026.
  • Federated Hermes made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1872 holding.
  • Sunbelt Securities first reported a position in Federated Hermes in Q3 2025 and has held it in 3 quarters since.
  • 399 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.