Vision Financial Markets’s Federated Hermes FHI Stock Holding History

Vision Financial Markets’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	$266K	Hold	4,818	–	–	0.23%	59
2026 Q1	$273K	Hold	4,818	–	–	0.27%	50
2025 Q4	$251K	Hold	4,818	–	–	0.26%	48
2025 Q3	$250K	Hold	4,818	–	–	0.21%	60
2025 Q2	$214K	Hold	4,818	–	–	0.2%	67
2025 Q1	$196K	Hold	4,818	–	–	0.21%	64
2024 Q4	$198K	Buy	+4,818	New	+$195K	0.21%	64

Other funds holding FHI

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vision Financial Markets's FHI Position: Q2 2026 in Review

Vision Financial Markets held its Federated Hermes (FHI) position steady in Q2 2026 at 4,818 shares worth $266K. The position accounts for 0.23% of the portfolio, ranked #59.

Vision Financial Markets first reported a position in FHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $273K in Q1 2026. 110 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Vision Financial Markets held 4,818 shares of Federated Hermes worth $266K as of Q2 2026.
Vision Financial Markets left its Federated Hermes share count unchanged in Q2 2026.
Federated Hermes made up 0.23% of Vision Financial Markets's portfolio in Q2 2026, its #59 holding.
Vision Financial Markets first reported a position in Federated Hermes in Q4 2024 and has held it in 7 quarters since.
Vision Financial Markets's Federated Hermes position peaked at $273K in Q1 2026.
110 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

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