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Vista Investment Partners II’s Federated Hermes FHI Stock Holding History

Vista Investment Partners II’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 		$3.01M Sell
54,470
-345
-0.6% -$19.5K 1.18% 28
2026
Q1 		$3.11M Buy
+54,815
New +$3M 1.4% 21

Other funds holding FHI

SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Vista Investment Partners II's FHI Position: Q2 2026 in Review

Vista Investment Partners II reduced its Federated Hermes (FHI) stake by 0.63% in Q2 2026, selling an estimated $19.5K and leaving 54,470 shares worth $3.01M. The position accounts for 1.18% of the portfolio, ranked #28.

Vista Investment Partners II first reported a position in FHI in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.11M in Q1 2026. 149 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Vista Investment Partners II held 54,470 shares of Federated Hermes worth $3.01M as of Q2 2026.
  • Vista Investment Partners II sold 345 Federated Hermes shares in Q2 2026, an estimated $19.5K.
  • Federated Hermes made up 1.18% of Vista Investment Partners II's portfolio in Q2 2026, its #28 holding.
  • Vista Investment Partners II first reported a position in Federated Hermes in Q1 2026 and has held it in 2 quarters since.
  • Vista Investment Partners II's Federated Hermes position peaked at $3.11M in Q1 2026.
  • 149 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.