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UMB Bank’s Federated Hermes FHI Stock Holding History

UMB Bank’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 		$87.3K Sell
1,581
-412
-21% -$23.3K ﹤0.01% 1101
2026
Q1 		$113K Buy
1,993
+31
+2% +$1.7K ﹤0.01% 924
2025
Q4 		$102K Buy
1,962
+14
+0.7% +$711 ﹤0.01% 943
2025
Q3 		$101K Sell
1,948
-200
-9% -$10.1K ﹤0.01% 860
2025
Q2 		$95.2K Buy
2,148
+83
+4% +$3.41K ﹤0.01% 856
2025
Q1 		$84.2K Buy
2,065
+734
+55% +$28.6K ﹤0.01% 842
2024
Q4 		$54.7K Buy
1,331
+117
+10% +$4.72K ﹤0.01% 884
2024
Q3 		$44.6K Sell
1,214
-222
-15% -$7.6K ﹤0.01% 907
2024
Q2 		$47.2K Buy
1,436
+296
+26% +$9.93K ﹤0.01% 839
2024
Q1 		$41.2K Hold
1,140
– – ﹤0.01% 870
2023
Q4 		$38.6K Hold
1,140
– – ﹤0.01% 887
2023
Q3 		$38.6K Hold
1,140
– – ﹤0.01% 892
2023
Q2 		$40.9K Hold
1,140
– – ﹤0.01% 889
2023
Q1 		$45.8K Sell
1,140
-410
-26% -$16.1K ﹤0.01% 856
2022
Q4 		$56K Hold
1,550
– – ﹤0.01% 823
2022
Q3 		$51K Sell
1,550
-20
-1% -$683 ﹤0.01% 863
2022
Q2 		$50K Sell
1,570
-9
-0.6% -$285 ﹤0.01% 921
2022
Q1 		$54K Buy
1,579
+200
+15% +$6.8K ﹤0.01% 952
2021
Q4 		$52K Buy
+1,379
New +$47.8K ﹤0.01% 984

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

UMB Bank's FHI Position: Q2 2026 in Review

UMB Bank reduced its Federated Hermes (FHI) stake by 21% in Q2 2026, selling an estimated $23.3K and leaving 1,581 shares worth $87.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

UMB Bank first reported a position in FHI in Q4 2021 and has held it in 19 quarters since. The position peaked at $113K in Q1 2026. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • UMB Bank held 1,581 shares of Federated Hermes worth $87.3K as of Q2 2026.
  • UMB Bank sold 412 Federated Hermes shares in Q2 2026, an estimated $23.3K.
  • Federated Hermes made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1101 holding.
  • UMB Bank first reported a position in Federated Hermes in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Federated Hermes position peaked at $113K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.