Tidal Investments’s Federated Hermes FHI Stock Holding History

Tidal Investments’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	$770K	Sell	13,947 -2,674	-16%	-$151K	﹤0.01%	1874
2026 Q1	$943K	Sell	16,621 -442	-3%	-$24.2K	﹤0.01%	1500
2025 Q4	$888K	Buy	17,063 +12,253	+255%	+$622K	﹤0.01%	1338
2025 Q3	$250K	Buy	+4,810	New	+$244K	﹤0.01%	1875
2024 Q3	–	Sell	-47,490	Closed	-$1.56M	–	1881
2024 Q2	$1.56M	Buy	47,490 +8,211	+21%	+$275K	0.02%	672
2024 Q1	$1.42M	Buy	+39,279	New	+$1.38M	0.02%	712
2022 Q4	–	Sell	-34,790	Closed	-$1.15M	–	1138
2022 Q3	$1.15M	Sell	34,790 -11,152	-24%	-$381K	0.05%	335
2022 Q2	$1.46M	Buy	45,942 +654	+1%	+$20.7K	0.05%	298
2022 Q1	$1.54M	Buy	45,288 +3,762	+9%	+$128K	0.05%	299
2021 Q4	$1.56M	Sell	41,526 -2,123	-5%	-$73.6K	0.05%	280
2021 Q3	$1.42M	Buy	43,649 +12,174	+39%	+$397K	0.05%	234
2021 Q2	$1.07M	Buy	+31,475	New	+$1M	0.04%	273

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

Tidal Investments's FHI Position: Q2 2026 in Review

Tidal Investments reduced its Federated Hermes (FHI) stake by 16% in Q2 2026, selling an estimated $151K and leaving 13,947 shares worth $770K. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

Tidal Investments first reported a position in FHI in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.56M in Q2 2024. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Tidal Investments held 13,947 shares of Federated Hermes worth $770K as of Q2 2026.
Tidal Investments sold 2,674 Federated Hermes shares in Q2 2026, an estimated $151K.
Federated Hermes made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #1874 holding.
Tidal Investments first reported a position in Federated Hermes in Q2 2021 and has held it in 12 quarters since.
Tidal Investments's Federated Hermes position peaked at $1.56M in Q2 2024.
391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.