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Trust Investment Advisors’s Federated Hermes FHI Stock Holding History

Trust Investment Advisors’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
2025
Q1 		– Sell
-5,359
Closed -$220K – 126
2024
Q4 		$220K Buy
+5,359
New +$216K 0.14% 97

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Trust Investment Advisors's FHI Position: Q1 2025 in Review

Trust Investment Advisors sold out of Federated Hermes (FHI) in Q1 2025, closing a stake of 5,359 shares — an estimated $220K sold.

Trust Investment Advisors first reported a position in FHI in Q4 2024 and held it in 1 quarter. The position peaked at $220K in Q4 2024. 321 funds tracked by Wall St. Rank hold FHI as of Q1 2025.

  • Trust Investment Advisors reported no remaining Federated Hermes position as of Q1 2025 after selling out during the quarter.
  • Trust Investment Advisors sold 5,359 Federated Hermes shares in Q1 2025, an estimated $220K.
  • Trust Investment Advisors first reported a position in Federated Hermes in Q4 2024 and held it in 1 quarter.
  • Trust Investment Advisors's Federated Hermes position peaked at $220K in Q4 2024.
  • 321 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2025.

Based on Trust Investment Advisors's 13F filing for Q1 2025, filed 2 May 2025.