Y-Intercept (HK)’s Federated Hermes FHI Stock Holding History

Y-Intercept (HK)’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	-12,489	Closed	-$708K	–	1855
2026 Q1	$708K	Buy	+12,489	New	+$684K	0.01%	1160
2025 Q4	–	Sell	-29,437	Closed	-$1.53M	–	1687
2025 Q3	$1.53M	Buy	29,437 +20,509	+230%	+$1.04M	0.04%	767
2025 Q2	$396K	Buy	+8,928	New	+$367K	0.01%	1279
2025 Q1	–	Sell	-16,361	Closed	-$673K	–	1326
2024 Q4	$673K	Sell	16,361 -8,515	-34%	-$344K	0.04%	592
2024 Q3	$915K	Sell	24,876 -12,658	-34%	-$434K	0.06%	484
2024 Q2	$1.23M	Buy	37,534 +23,122	+160%	+$776K	0.07%	405
2024 Q1	$521K	Sell	14,412 -34,224	-70%	-$1.2M	0.04%	692
2023 Q4	$1.65M	Buy	48,636 +40,800	+521%	+$1.33M	0.15%	178
2023 Q3	$265K	Sell	7,836 -64,769	-89%	-$2.23M	0.03%	809
2023 Q2	$2.6M	Buy	+72,605	New	+$2.81M	0.28%	71
2023 Q1	–	Sell	-26,508	Closed	-$963K	–	1284
2022 Q4	$963K	Buy	+26,508	New	+$930K	0.14%	203

Other funds holding FHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Y-Intercept (HK)'s FHI Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Federated Hermes (FHI) in Q2 2026, closing a stake of 12,489 shares — an estimated $708K sold.

Y-Intercept (HK) first reported a position in FHI in Q4 2022 and held it in 11 quarters. The position peaked at $2.6M in Q2 2023. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Y-Intercept (HK) reported no remaining Federated Hermes position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 12,489 Federated Hermes shares in Q2 2026, an estimated $708K.
Y-Intercept (HK) first reported a position in Federated Hermes in Q4 2022 and held it in 11 quarters.
Y-Intercept (HK)'s Federated Hermes position peaked at $2.6M in Q2 2023.
392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.