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WealthCollab’s Federated Hermes FHI Stock Holding History

WealthCollab’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 		$50.9K Hold
921
– – 0.02% 240
2026
Q1 		$52.2K Hold
921
– – 0.02% 204
2025
Q4 		$48K Buy
921
+12
+1% +$609 0.02% 226
2025
Q3 		$47.2K Hold
909
– – 0.02% 204
2025
Q2 		$40.3K Sell
909
-90
-9% -$3.7K 0.02% 211
2025
Q1 		$40.7K Buy
999
+158
+19% +$6.17K 0.03% 190
2024
Q4 		$34.6K Hold
841
– – 0.02% 212
2024
Q3 		$30.9K Sell
841
-148
-15% -$5.07K 0.02% 228
2024
Q2 		$32.5K Sell
989
-123
-11% -$4.13K 0.02% 203
2024
Q1 		$40.2K Buy
1,112
+451
+68% +$15.8K 0.03% 172
2023
Q4 		$22.4K Buy
+661
New +$21.5K 0.02% 256

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

WealthCollab's FHI Position: Q2 2026 in Review

WealthCollab held its Federated Hermes (FHI) position steady in Q2 2026 at 921 shares worth $50.9K. The position accounts for 0.02% of the portfolio, ranked #240.

WealthCollab first reported a position in FHI in Q4 2023 and has held it in 11 quarters since. The position peaked at $52.2K in Q1 2026. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • WealthCollab held 921 shares of Federated Hermes worth $50.9K as of Q2 2026.
  • WealthCollab left its Federated Hermes share count unchanged in Q2 2026.
  • Federated Hermes made up 0.02% of WealthCollab's portfolio in Q2 2026, its #240 holding.
  • WealthCollab first reported a position in Federated Hermes in Q4 2023 and has held it in 11 quarters since.
  • WealthCollab's Federated Hermes position peaked at $52.2K in Q1 2026.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.