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True Wealth Design’s Federated Hermes FHI Stock Holding History

True Wealth Design’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 		$395 Hold
7
– – ﹤0.01% 2200
2026
Q2 		$387 Hold
7
– – ﹤0.01% 2289
2026
Q1 		$397 Hold
7
– – ﹤0.01% 2132
2025
Q4 		$365 Buy
7
+4
+133% +$203 ﹤0.01% 2058
2025
Q3 		$156 Hold
3
– – ﹤0.01% 2358
2025
Q2 		$133 Buy
3
+2
+200% +$82 ﹤0.01% 2169
2025
Q1 		$41 Buy
+1
New +$39 ﹤0.01% 2433

Other funds holding FHI

CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

True Wealth Design's FHI Position: Q3 2026 in Review

True Wealth Design held its Federated Hermes (FHI) position steady in Q3 2026 at 7 shares worth $395. The position accounts for ﹤0.01% of the portfolio, ranked #2200.

True Wealth Design first reported a position in FHI in Q1 2025 and has held it in 7 quarters since. The position peaked at $397 in Q1 2026. 32 funds tracked by Wall St. Rank hold FHI as of Q3 2026.

  • True Wealth Design held 7 shares of Federated Hermes worth $395 as of Q3 2026.
  • True Wealth Design left its Federated Hermes share count unchanged in Q3 2026.
  • Federated Hermes made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2200 holding.
  • True Wealth Design first reported a position in Federated Hermes in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Federated Hermes position peaked at $397 in Q1 2026.
  • 32 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.