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Vista Investment Partners’s Federated Hermes FHI Stock Holding History

Vista Investment Partners’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 		$4.72M Sell
85,511
-2,218
-3% -$125K 1.19% 31
2026
Q1 		$4.97M Buy
+87,729
New +$4.8M 1.32% 21

Other funds holding FHI

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
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MPAM
Murphy Pohlad Asset Management Eden Prairie, Minnesota $287M AUM 38.81% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return

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

Vista Investment Partners reduced its Federated Hermes (FHI) stake by 2.5% in Q2 2026, selling an estimated $125K and leaving 85,511 shares worth $4.72M. The position accounts for 1.19% of the portfolio, ranked #31.

Vista Investment Partners first reported a position in FHI in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.97M in Q1 2026. 97 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Vista Investment Partners held 85,511 shares of Federated Hermes worth $4.72M as of Q2 2026.
  • Vista Investment Partners sold 2,218 Federated Hermes shares in Q2 2026, an estimated $125K.
  • Federated Hermes made up 1.19% of Vista Investment Partners's portfolio in Q2 2026, its #31 holding.
  • Vista Investment Partners first reported a position in Federated Hermes in Q1 2026 and has held it in 2 quarters since.
  • Vista Investment Partners's Federated Hermes position peaked at $4.97M in Q1 2026.
  • 97 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.