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Wall Street Financial Group’s Federated Hermes FHI Stock Holding History

Wall Street Financial Group’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 		– Sell
-53
Closed -$3.01K – 302
2026
Q1 		$3.01K Buy
+53
New +$2.9K ﹤0.01% 533

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wall Street Financial Group's FHI Position: Q2 2026 in Review

Wall Street Financial Group sold out of Federated Hermes (FHI) in Q2 2026, closing a stake of 53 shares — an estimated $3.01K sold.

Wall Street Financial Group first reported a position in FHI in Q1 2026 and held it in 1 quarter. The position peaked at $3.01K in Q1 2026. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Wall Street Financial Group reported no remaining Federated Hermes position as of Q2 2026 after selling out during the quarter.
  • Wall Street Financial Group sold 53 Federated Hermes shares in Q2 2026, an estimated $3.01K.
  • Wall Street Financial Group first reported a position in Federated Hermes in Q1 2026 and held it in 1 quarter.
  • Wall Street Financial Group's Federated Hermes position peaked at $3.01K in Q1 2026.
  • 392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.