VF
FHI icon

Vest Financial’s Federated Hermes FHI Stock Holding History

Vest Financial’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 		$1.82M Buy
32,983
+446
+1% +$25.2K 0.02% 348
2026
Q1 		$1.85M Buy
32,537
+2,581
+9% +$141K 0.02% 330
2025
Q4 		$1.56M Buy
29,956
+3,057
+11% +$155K 0.02% 333
2025
Q3 		$1.4M Buy
+26,899
New +$1.36M 0.02% 328

Other funds holding FHI

SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Vest Financial's FHI Position: Q2 2026 in Review

Vest Financial increased its Federated Hermes (FHI) stake by 1.4% in Q2 2026, buying an estimated $25.2K and bringing the position to 32,983 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #348.

Vest Financial first reported a position in FHI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.85M in Q1 2026. 136 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Vest Financial held 32,983 shares of Federated Hermes worth $1.82M as of Q2 2026.
  • Vest Financial bought 446 Federated Hermes shares in Q2 2026, an estimated $25.2K.
  • Federated Hermes made up 0.02% of Vest Financial's portfolio in Q2 2026, its #348 holding.
  • Vest Financial first reported a position in Federated Hermes in Q3 2025 and has held it in 4 quarters since.
  • Vest Financial's Federated Hermes position peaked at $1.85M in Q1 2026.
  • 136 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.