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 Q3	$312K	Sell	5,541 -112	-2%	-$6.77K	0.02%	274
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

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.3B AUM 27.97% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

SYM Financial Corp's FHI Position: Q3 2026 in Review

SYM Financial Corp reduced its Federated Hermes (FHI) stake by 2% in Q3 2026, selling an estimated $6.77K and leaving 5,541 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #274.

SYM Financial Corp first reported a position in FHI in Q4 2024 and has held it in 8 quarters since. The position peaked at $353K in Q1 2026. 201 funds tracked by Wall St. Rank hold FHI as of Q3 2026.

SYM Financial Corp held 5,541 shares of Federated Hermes worth $312K as of Q3 2026.
SYM Financial Corp sold 112 Federated Hermes shares in Q3 2026, an estimated $6.77K.
Federated Hermes made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #274 holding.
SYM Financial Corp first reported a position in Federated Hermes in Q4 2024 and has held it in 8 quarters since.
SYM Financial Corp's Federated Hermes position peaked at $353K in Q1 2026.
201 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.