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WFA of San Diego’s Federated Hermes FHI Stock Holding History

WFA of San Diego’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
-435
Closed -$24.7K – 189
2026
Q1 		$24.7K Hold
435
– – 0.02% 239
2025
Q4 		$22.6K Hold
435
– – 0.02% 261
2025
Q3 		$22.6K Hold
435
– – 0.02% 270
2025
Q2 		$19.3K Buy
+435
New +$17.9K 0.01% 276
2024
Q3 		$16K Hold
435
– – 0.01% 254
2024
Q2 		$14.3K Buy
+435
New +$14.6K 0.01% 263
2023
Q3 		$14.7K Hold
435
– – 0.02% 257
2023
Q2 		$15.6K Buy
+435
New +$16.8K 0.02% 254
2023
Q1 		– Sell
-435
Closed -$15.8K – 180
2022
Q4 		$15.8K Buy
+435
New +$15.3K 0.01% 312
2022
Q3 		– Sell
-435
Closed -$14K – 182
2022
Q2 		$14K Buy
+435
New +$13.8K 0.01% 250

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

WFA of San Diego's FHI Position: Q2 2026 in Review

WFA of San Diego sold out of Federated Hermes (FHI) in Q2 2026, closing a stake of 435 shares — an estimated $24.7K sold.

WFA of San Diego first reported a position in FHI in Q2 2022 and held it in 10 quarters. The position peaked at $24.7K in Q1 2026. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • WFA of San Diego reported no remaining Federated Hermes position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 435 Federated Hermes shares in Q2 2026, an estimated $24.7K.
  • WFA of San Diego first reported a position in Federated Hermes in Q2 2022 and held it in 10 quarters.
  • WFA of San Diego's Federated Hermes position peaked at $24.7K in Q1 2026.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.