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Three Seasons Wealth’s Federated Hermes FHI Stock Holding History

Three Seasons 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
Q1 		– Sell
-5,143
Closed -$268K – 207
2025
Q4 		$268K Hold
5,143
– – 0.03% 154
2025
Q3 		$267K Sell
5,143
-5,044
-50% -$256K 0.03% 151
2025
Q2 		$451K Buy
+10,187
New +$419K 0.05% 70
2025
Q1 		– Sell
-12,159
Closed -$500K – 113
2024
Q4 		$500K Buy
+12,159
New +$491K 0.24% 76

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Three Seasons Wealth's FHI Position: Q1 2026 in Review

Three Seasons Wealth sold out of Federated Hermes (FHI) in Q1 2026, closing a stake of 5,143 shares — an estimated $268K sold.

Three Seasons Wealth first reported a position in FHI in Q4 2024 and held it in 4 quarters. The position peaked at $500K in Q4 2024. 401 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • Three Seasons Wealth reported no remaining Federated Hermes position as of Q1 2026 after selling out during the quarter.
  • Three Seasons Wealth sold 5,143 Federated Hermes shares in Q1 2026, an estimated $268K.
  • Three Seasons Wealth first reported a position in Federated Hermes in Q4 2024 and held it in 4 quarters.
  • Three Seasons Wealth's Federated Hermes position peaked at $500K in Q4 2024.
  • 401 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on Three Seasons Wealth's 13F filing for Q1 2026, filed 5 May 2026.