FHI — FEDERATED HERMES INC

Ownership history in Diversify Advisory Services, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Diversify Advisory Services, LLC reported a position in FEDERATED HERMES INC (FHI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q2)
Avg. % of fund
0.02%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 7,118 -4,709 -39.8% 0.01% $349K $51.24
2025 Q2 INITIATED 11,827 — — 0.02% $617K $43.44
% of Fund (quarterly)    FHI price (monthly, adj. close)

Other funds also holding FHI

As of 2025 Q4 — sorted by position size

Schneider Downs Wealth Management Advisors, LP 3Y 7Y 15.63% Factorial Partners, LLC 3Y 7Y 5.27% CONTINENTAL ADVISORS LLC 3Y 7Y 2.77% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 2.76% Murphy Pohlad Asset Management LLC 3Y 7Y 1.35% Taylor Frigon Capital Management LLC 3Y 7Y 1.05% Kendall Capital Management 3Y 7Y 0.95% SPROTT INC. 3Y 7Y 0.89% Alpha Omega Wealth Management LLC 3Y 7Y 0.8% Inlet Private Wealth, LLC 3Y 7Y 0.73%
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