Versant Capital Management’s Federated Hermes FHI Stock Holding History

Versant Capital Management’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 Q3	$6.03K	Buy	107 +9	+9%	+$544	﹤0.01%	2420
2026 Q2	$5.41K	Hold	98	–	–	﹤0.01%	2415
2026 Q1	$5.56K	Hold	98	–	–	﹤0.01%	2350
2025 Q4	$5.1K	Hold	98	–	–	﹤0.01%	2248
2025 Q3	$5.09K	Hold	98	–	–	﹤0.01%	2199
2025 Q2	$4.34K	Hold	98	–	–	﹤0.01%	2207
2025 Q1	$4K	Hold	98	–	–	﹤0.01%	2104
2024 Q4	$4.03K	Hold	98	–	–	﹤0.01%	1861
2024 Q3	$3.6K	Sell	98 -64	-40%	-$2.19K	﹤0.01%	1387
2024 Q2	$5.33K	Buy	+162	New	+$5.43K	﹤0.01%	1199
2023 Q3	–	Sell	-17	Closed	-$609	–	1976
2023 Q2	$609	Buy	+17	New	+$657	﹤0.01%	1775
2020 Q1	–	Sell	-16	Closed	–	–	1421
2019 Q4	$0	Hold	16	–	–	﹤0.01%	1421
2019 Q3	$0	Hold	16	–	–	﹤0.01%	1428
2019 Q2	$0	Hold	16	–	–	﹤0.01%	1493
2019 Q1	$0	Sell	16 -7	-30%	-$194	﹤0.01%	1607
2018 Q4	$0	Hold	23	–	–	﹤0.01%	1520
2018 Q3	$0	Buy	23 +16	+229%	+$376	﹤0.01%	1557
2018 Q2	$0	Buy	+7	New	+$187	﹤0.01%	1550

Other funds holding FHI

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Versant Capital Management's FHI Position: Q3 2026 in Review

Versant Capital Management increased its Federated Hermes (FHI) stake by 9.2% in Q3 2026, buying an estimated $544 and bringing the position to 107 shares worth $6.03K. The position accounts for ﹤0.01% of the portfolio, ranked #2420.

Versant Capital Management first reported a position in FHI in Q2 2018 and has held it in 18 quarters since. 11 funds tracked by Wall St. Rank hold FHI as of Q3 2026.

Versant Capital Management held 107 shares of Federated Hermes worth $6.03K as of Q3 2026.
Versant Capital Management bought 9 Federated Hermes shares in Q3 2026, an estimated $544.
Federated Hermes made up ﹤0.01% of Versant Capital Management's portfolio in Q3 2026, its #2420 holding.
Versant Capital Management first reported a position in Federated Hermes in Q2 2018 and has held it in 18 quarters since.
11 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.