Position in FHI
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$751,464
+$400,356 QoQ
Shares Held
13,251
+96.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FHI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026CIM INVESTMENT MANAGEMENT INC holds $2,186,335 across 2 Asset Management names. FHI ranks #2 (34.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,492 | $1,434,871 | |
| 2 | FHI |
Federated Hermes, Inc.
This page
|
13,251 | $751,464 |
All Filings in FHI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $751,464 | 13,251 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $351,108 | 6,743 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $350,163 | 6,743 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $620,656 | 14,004 | Shares | Sole | 2025-08-22 | |
| 2025-03-31 | $284,411 | 6,976 | Shares | Sole | 2025-06-02 | |
| 2024-12-31 | $293,607 | 7,142 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $262,611 | 7,142 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $234,828 | 7,142 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $319,264 | 8,839 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $299,288 | 8,839 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $299,376 | 8,839 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $316,878 | 8,839 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $532,135 | 13,257 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $464,840 | 12,802 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $424,002 | 12,802 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $406,975 | 12,802 | Shares | Sole | 2022-09-02 | |
| 2022-03-31 | $436,036 | 12,802 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $537,168 | 14,294 | Shares | Sole | 2022-05-19 | |
| 2021-09-30 | $357,077 | 10,987 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $372,569 | 10,987 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $343,893 | 10,987 | Shares | Sole | 2021-05-20 | |
| 2020-12-31 | $504,448 | 17,461 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $375,586 | 17,461 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $407,805 | 17,207 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||