Truist Financial
FHI icon

Truist Financial’s Federated Hermes FHI Stock Holding History

Truist Financial’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 		$1.88M Sell
34,009
-2,550
-7% -$144K ﹤0.01% 1430
2026
Q1 		$2.07M Sell
36,559
-9,307
-20% -$510K ﹤0.01% 1302
2025
Q4 		$2.39M Sell
45,866
-300
-0.6% -$15.2K ﹤0.01% 1196
2025
Q3 		$2.4M Sell
46,166
-474
-1% -$24K ﹤0.01% 1244
2025
Q2 		$2.07M Sell
46,640
-1,110
-2% -$45.7K ﹤0.01% 1256
2025
Q1 		$1.95M Buy
47,750
+1,004
+2% +$39.2K ﹤0.01% 1241
2024
Q4 		$1.92M Sell
46,746
-935
-2% -$37.8K ﹤0.01% 1246
2024
Q3 		$1.75M Sell
47,681
-232
-0.5% -$7.95K ﹤0.01% 1289
2024
Q2 		$1.58M Sell
47,913
-9,740
-17% -$327K ﹤0.01% 1387
2024
Q1 		$2.08M Sell
57,653
-1,095
-2% -$38.5K ﹤0.01% 1263
2023
Q4 		$1.99M Buy
58,748
+65
+0.1% +$2.12K ﹤0.01% 1261
2023
Q3 		$1.99M Sell
58,683
-804
-1% -$27.7K ﹤0.01% 1243
2023
Q2 		$2.13M Sell
59,487
-9,027
-13% -$349K ﹤0.01% 1233
2023
Q1 		$2.75M Buy
68,514
+77
+0.1% +$3.02K ﹤0.01% 1084
2022
Q4 		$2.48M Sell
68,437
-2,176
-3% -$76.3K ﹤0.01% 1098
2022
Q3 		$2.34M Sell
70,613
-1,447
-2% -$49.4K ﹤0.01% 1089
2022
Q2 		$2.29M Sell
72,060
-4,096
-5% -$130K ﹤0.01% 1146
2022
Q1 		$2.59M Sell
76,156
-500
-0.7% -$17K ﹤0.01% 1185
2021
Q4 		$2.88M Sell
76,656
-710
-0.9% -$24.6K ﹤0.01% 1107
2021
Q3 		$2.51M Sell
77,366
-112,055
-59% -$3.66M ﹤0.01% 1167
2021
Q2 		$6.42M Buy
189,421
+107,008
+130% +$3.41M 0.01% 789
2021
Q1 		$2.58M Sell
82,413
-7,631
-8% -$224K ﹤0.01% 1123
2020
Q4 		$2.6M Buy
90,044
+73,848
+456% +$1.97M 0.01% 1061
2020
Q3 		$348K Sell
16,196
-559
-3% -$13.3K ﹤0.01% 1927
2020
Q2 		$397K Buy
16,755
+1,621
+11% +$35.9K ﹤0.01% 1758
2020
Q1 		$288K Sell
15,134
-533
-3% -$15.8K ﹤0.01% 1887
2019
Q4 		$510K Buy
+15,667
New +$511K ﹤0.01% 1847

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Truist Financial's FHI Position: Q2 2026 in Review

Truist Financial reduced its Federated Hermes (FHI) stake by 7% in Q2 2026, selling an estimated $144K and leaving 34,009 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Truist Financial first reported a position in FHI in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.42M in Q2 2021. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Truist Financial held 34,009 shares of Federated Hermes worth $1.88M as of Q2 2026.
  • Truist Financial sold 2,550 Federated Hermes shares in Q2 2026, an estimated $144K.
  • Federated Hermes made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1430 holding.
  • Truist Financial first reported a position in Federated Hermes in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's Federated Hermes position peaked at $6.42M in Q2 2021.
  • 391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.