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BOLTON SECURITIES CORPORATION’s Federated Hermes FHI Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$10.8K Buy
+190
New +$10.4K ﹤0.01% 1603
2025
Q3 		$9.9K Buy
+190
New +$9.6K ﹤0.01% 1551
2025
Q1 		$7.75K Buy
+190
New +$7.42K ﹤0.01% 1485

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Schneider Downs Wealth Management Advisors
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's FHI Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Federated Hermes (FHI) in Q1 2026: 190 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #1603 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in FHI as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in FHI in Q1 2025 and has held it in 3 quarters since. 404 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 190 shares of Federated Hermes worth $10.8K as of Q1 2026.
  • Federated Hermes was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Federated Hermes made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1603 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Federated Hermes in Q1 2025 and has held it in 3 quarters since.
  • 404 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.