RAFFA WEALTH MANAGEMENT, LLC’s Federated Hermes FHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$110 Sell
2
-1
-33% -$57 ﹤0.01% 1367
2026
Q1
$170 Buy
+3
New +$164 ﹤0.01% 1206
2015
Q4
Sell
-130
Closed -$3.76K 861
2015
Q3
$3.76K Hold
130
﹤0.01% 237
2015
Q2
$4.35K Hold
130
﹤0.01% 215
2015
Q1
$4.41K Buy
+130
New +$4.32K ﹤0.01% 207

Other funds holding FHI

RAFFA WEALTH MANAGEMENT, LLC's FHI Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Federated Hermes (FHI) stake by 33% in Q2 2026, selling an estimated $57 and leaving 2 shares worth $110. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FHI in Q1 2015 and has held it in 5 quarters since. The position peaked at $4.41K in Q1 2015. 100 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 2 shares of Federated Hermes worth $110 as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 1 Federated Hermes share in Q2 2026, an estimated $57.
  • Federated Hermes made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1367 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Federated Hermes in Q1 2015 and has held it in 5 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Federated Hermes position peaked at $4.41K in Q1 2015.
  • 100 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.