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Verdad Advisers’s Federated Hermes FHI Stock Holding History

Verdad Advisers’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 		$240K Sell
4,355
-9,355
-68% -$529K 0.23% 135
2026
Q1 		$777K Buy
+13,710
New +$751K 0.88% 34

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

Verdad Advisers's FHI Position: Q2 2026 in Review

Verdad Advisers reduced its Federated Hermes (FHI) stake by 68% in Q2 2026, selling an estimated $529K and leaving 4,355 shares worth $240K. The position accounts for 0.23% of the portfolio, ranked #135.

Verdad Advisers first reported a position in FHI in Q1 2026 and has held it in 2 quarters since. The position peaked at $777K in Q1 2026. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Verdad Advisers held 4,355 shares of Federated Hermes worth $240K as of Q2 2026.
  • Verdad Advisers sold 9,355 Federated Hermes shares in Q2 2026, an estimated $529K.
  • Federated Hermes made up 0.23% of Verdad Advisers's portfolio in Q2 2026, its #135 holding.
  • Verdad Advisers first reported a position in Federated Hermes in Q1 2026 and has held it in 2 quarters since.
  • Verdad Advisers's Federated Hermes position peaked at $777K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Verdad Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.