Taylor Frigon Capital Management LLC
Position in FHI — Federated Hermes, Inc.
CIK 1632665
SCOTTSDALE, AZ
Position in FHI
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$2,128,950
+$54,586 QoQ
Shares Held
37,541
-5.8% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 99.28877760315389.ToString("F0")%
Shared 0.7112223968461149.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, 2026Taylor Frigon Capital Management LLC holds $11,018,257 across 5 Asset Management names. FHI ranks #4 (19.3% of the industry book) .
All Filings in FHI
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,128,950 | 37,541 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,074,364 | 39,838 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,133,959 | 41,093 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,890,558 | 42,657 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,792,616 | 43,969 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,804,893 | 43,904 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,660,937 | 45,171 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,523,724 | 46,342 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,423,055 | 39,398 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,326,499 | 39,176 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,331,903 | 39,324 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,375,923 | 38,380 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,557,311 | 38,797 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,563,000 | 43,046 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,470,561 | 44,401 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,416,180 | 44,548 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,517,952 | 44,567 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,701,584 | 45,279 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,453,237 | 44,715 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,465,013 | 43,203 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,264,926 | 40,413 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,148,088 | 39,740 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $862,099 | 40,079 | Shares | Sole | 2020-10-20 | |
| No filing history on record for this holder in this stock. | ||||||