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SYM Financial Corp’s Federated Hermes FHI Stock Holding History

SYM Financial Corp’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 		$312K Sell
5,653
-579
-9% -$32.7K 0.03% 249
2026
Q1 		$353K Buy
6,232
+27
+0.4% +$1.48K 0.04% 186
2025
Q4 		$323K Sell
6,205
-492
-7% -$25K 0.03% 208
2025
Q3 		$348K Buy
6,697
+1,333
+25% +$67.6K 0.04% 184
2025
Q2 		$238K Buy
5,364
+108
+2% +$4.44K 0.03% 266
2025
Q1 		$214K Buy
5,256
+209
+4% +$8.16K 0.03% 249
2024
Q4 		$207K Buy
+5,047
New +$204K 0.03% 229

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

SYM Financial Corp's FHI Position: Q2 2026 in Review

SYM Financial Corp reduced its Federated Hermes (FHI) stake by 9.3% in Q2 2026, selling an estimated $32.7K and leaving 5,653 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #249.

SYM Financial Corp first reported a position in FHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $353K in Q1 2026. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • SYM Financial Corp held 5,653 shares of Federated Hermes worth $312K as of Q2 2026.
  • SYM Financial Corp sold 579 Federated Hermes shares in Q2 2026, an estimated $32.7K.
  • Federated Hermes made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #249 holding.
  • SYM Financial Corp first reported a position in Federated Hermes in Q4 2024 and has held it in 7 quarters since.
  • SYM Financial Corp's Federated Hermes position peaked at $353K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.