Twin Peaks Wealth Advisors’s Federated Hermes FHI Stock Holding History

Twin Peaks Wealth 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
2026 Q2	–	Sell	-53	Closed	-$3.01K	–	919
2026 Q1	$3.01K	Buy	+53	New	+$2.9K	﹤0.01%	1572
2025 Q3	–	Sell	-48	Closed	-$2.5K	–	842
2025 Q2	$2.5K	Buy	+48	New	+$1.97K	﹤0.01%	1558

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

Twin Peaks Wealth Advisors's FHI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Federated Hermes (FHI) in Q2 2026, closing a stake of 53 shares — an estimated $3.01K sold.

Twin Peaks Wealth Advisors first reported a position in FHI in Q2 2025 and held it in 2 quarters. The position peaked at $3.01K in Q1 2026. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Federated Hermes position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 53 Federated Hermes shares in Q2 2026, an estimated $3.01K.
Twin Peaks Wealth Advisors first reported a position in Federated Hermes in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Federated Hermes position peaked at $3.01K in Q1 2026.
391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.