Wayfinding Financial’s Federated Hermes FHI Stock Holding History

Wayfinding Financial’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
2025 Q2	–	Sell	-533	Closed	-$21K	–	345
2025 Q1	$21K	Buy	+533	New	+$20.8K	0.01%	543

Other funds holding FHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wayfinding Financial's FHI Position: Q2 2025 in Review

Wayfinding Financial sold out of Federated Hermes (FHI) in Q2 2025, closing a stake of 533 shares — an estimated $21K sold.

Wayfinding Financial first reported a position in FHI in Q1 2025 and held it in 1 quarter. The position peaked at $21K in Q1 2025. 363 funds tracked by Wall St. Rank hold FHI as of Q2 2025.

Wayfinding Financial reported no remaining Federated Hermes position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 533 Federated Hermes shares in Q2 2025, an estimated $21K.
Wayfinding Financial first reported a position in Federated Hermes in Q1 2025 and held it in 1 quarter.
Wayfinding Financial's Federated Hermes position peaked at $21K in Q1 2025.
363 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.