United Capital Financial Advisors’s Federated Hermes FHI Stock Holding History

United Capital Financial 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	$1.15M	Buy	20,820 +1,326	+7%	+$75K	0.01%	752
2026 Q1	$1.11M	Buy	19,494 +14,636	+301%	+$802K	0.01%	726
2025 Q4	$253K	Buy	+4,858	New	+$247K	﹤0.01%	1236
2015 Q3	–	Sell	-8,003	Closed	-$268K	–	1268
2015 Q2	$268K	Sell	8,003 -3	-0%	-$103	﹤0.01%	1106
2015 Q1	$275K	Hold	8,006	–	–	﹤0.01%	1094
2014 Q4	$264K	Hold	8,006	–	–	﹤0.01%	1011
2014 Q3	$235K	Buy	+8,006	New	+$240K	﹤0.01%	992
2013 Q3	–	Sell	-10,660	Closed	-$292K	–	696
2013 Q2	$292K	Buy	+10,660	New	+$270K	0.01%	605

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

United Capital Financial Advisors's FHI Position: Q2 2026 in Review

United Capital Financial Advisors increased its Federated Hermes (FHI) stake by 6.8% in Q2 2026, buying an estimated $75K and bringing the position to 20,820 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #752.

United Capital Financial Advisors first reported a position in FHI in Q2 2013 and has held it in 8 quarters since. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

United Capital Financial Advisors held 20,820 shares of Federated Hermes worth $1.15M as of Q2 2026.
United Capital Financial Advisors bought 1,326 Federated Hermes shares in Q2 2026, an estimated $75K.
Federated Hermes made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #752 holding.
United Capital Financial Advisors first reported a position in Federated Hermes in Q2 2013 and has held it in 8 quarters since.
391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.