UCFA
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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
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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return