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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
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 $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

SYM Financial Corp's FHI Position: Q1 2026 in Review

SYM Financial Corp increased its Federated Hermes (FHI) stake by 0.44% in Q1 2026, buying an estimated $1.48K and bringing the position to 6,232 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #186.

SYM Financial Corp first reported a position in FHI in Q4 2024 and has held it in 6 quarters since. 400 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • SYM Financial Corp held 6,232 shares of Federated Hermes worth $353K as of Q1 2026.
  • SYM Financial Corp bought 27 Federated Hermes shares in Q1 2026, an estimated $1.48K.
  • Federated Hermes made up 0.04% of SYM Financial Corp's portfolio in Q1 2026, its #186 holding.
  • SYM Financial Corp first reported a position in Federated Hermes in Q4 2024 and has held it in 6 quarters since.
  • 400 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.