TD Private Client Wealth’s Federated Hermes FHI Stock Holding History

TD Private Client Wealth’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	$257K	Hold	4,652	–	–	﹤0.01%	626
2026 Q1	$264K	Sell	4,652 -154	-3%	-$8.43K	0.01%	596
2025 Q4	$250K	Hold	4,806	–	–	0.01%	618
2025 Q3	$250K	Sell	4,806 -258	-5%	-$13.1K	0.01%	615
2025 Q2	$224K	Buy	5,064 +1,730	+52%	+$71.2K	0.01%	604
2025 Q1	$136K	Buy	3,334 +562	+20%	+$21.9K	﹤0.01%	667
2024 Q4	$114K	Hold	2,772	–	–	﹤0.01%	696
2024 Q3	$102K	Sell	2,772 -331	-11%	-$11.3K	﹤0.01%	711
2024 Q2	$102K	Buy	3,103 +375	+14%	+$12.6K	﹤0.01%	690
2024 Q1	$98.5K	Buy	2,728 +780	+40%	+$27.4K	﹤0.01%	695
2023 Q4	$66K	Buy	1,948 +926	+91%	+$30.2K	﹤0.01%	773
2023 Q3	$34.6K	Hold	1,022	–	–	﹤0.01%	835
2023 Q2	$36.6K	Hold	1,022	–	–	﹤0.01%	845
2023 Q1	$41K	Sell	1,022 -181	-15%	-$7.1K	﹤0.01%	813
2022 Q4	$43.7K	Hold	1,203	–	–	﹤0.01%	770
2022 Q3	$39.8K	Sell	1,203 -113	-9%	-$3.86K	﹤0.01%	769
2022 Q2	$41.8K	Sell	1,316 -228	-15%	-$7.22K	﹤0.01%	766
2022 Q1	$52.6K	Buy	+1,544	New	+$52.5K	﹤0.01%	758
2020 Q1	–	Sell	-19	Closed	-$619	–	1096
2019 Q4	$619	Buy	+19	New	+$620	﹤0.01%	976

Other funds holding FHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

TD Private Client Wealth's FHI Position: Q2 2026 in Review

TD Private Client Wealth held its Federated Hermes (FHI) position steady in Q2 2026 at 4,652 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

TD Private Client Wealth first reported a position in FHI in Q4 2019 and has held it in 19 quarters since. The position peaked at $264K in Q1 2026. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

TD Private Client Wealth held 4,652 shares of Federated Hermes worth $257K as of Q2 2026.
TD Private Client Wealth left its Federated Hermes share count unchanged in Q2 2026.
Federated Hermes made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #626 holding.
TD Private Client Wealth first reported a position in Federated Hermes in Q4 2019 and has held it in 19 quarters since.
TD Private Client Wealth's Federated Hermes position peaked at $264K in Q1 2026.
392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.