Position in FHI
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$510,390
+$492,215 QoQ
Shares Held
9,000
+2471.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FHI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026WHITTIER TRUST CO OF NEVADA INC holds $51,653,662 across 92 Asset Management names. FHI ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
193,186 | $22,214,457 | |
| 2 | KKR |
KKR & Co. Inc.
|
153,399 | $14,189,407 | |
| 3 | BLK |
BlackRock, Inc.
|
7,768 | $7,470,563 | |
| 4 | ARES |
Ares Management Corp
|
37,693 | $4,112,306 | |
| 5 | SBI |
Western Asset Intermediate Muni Fund Inc.
|
81,546 | $626,273 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,214 | $539,501 | |
| 7 | FHI |
Federated Hermes, Inc.
This page
|
9,000 | $510,390 | |
| 8 | TROW |
Price T Rowe Group Inc
|
4,316 | $389,043 |
All Filings in FHI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $510,390 | 9,000 | Shares | Sole | 2026-04-28 | |
| 2025-09-30 | $18,175 | 350 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $15,512 | 350 | Shares | Sole | 2025-07-30 | |
| 2024-09-30 | $57,067 | 1,552 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $51,029 | 1,552 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $56,058 | 1,552 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $237,020 | 7,000 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||