Schneider Downs Wealth Management Advisors, LP

Position in FHI — Federated Hermes, Inc.

CIK 1665359 Pittsburgh, PA

Back to FHI Full portfolio

Position in FHI

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$196,118,137

+$41,420,176 QoQ

Shares Held

3,551,578

+30.2% QoQ

Ownership

4.76%

of shares outstanding

% of Portfolio

61.90%

of 13F equity value

Holder Rank

of 388 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in FHI Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Schneider Downs Wealth Management Advisors, LP holds $201,813,390 across 4 Asset Management names. FHI ranks #1 (97.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FHI	Federated Hermes, Inc. This page	3,551,578	$196,118,137
2	RJF	Raymond James Financial Inc	21,840	$3,320,335
3	BN	BROOKFIELD Corp /ON/	48,234	$2,054,286
4	BAM	Brookfield Asset Management Ltd.	7,149	$320,632

All Filings in FHI

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$196,118,137	3,551,578	+30.2%	Shares	Sole	2026-08-05
2026-03-31	$154,697,961	2,727,878	+2.4%	Shares	Sole	2026-05-15
2025-12-31	$138,654,755	2,662,853	+0.2%	Shares	Sole	2026-02-12
2025-09-30	$137,991,667	2,657,263	+3229.0%	Shares	Sole	2025-11-17
2025-06-30	$3,537,666	79,821	-10.8%	Shares	Sole	2025-07-31
2025-03-31	$3,649,078	89,504	+12.6%	Shares	Sole	2025-05-13
2024-12-31	$3,266,600	79,460	-12.6%	Shares	Sole	2025-02-05
2024-09-30	$3,342,907	90,914	+31.4%	Shares	Sole	2024-11-06
2024-06-30	$2,274,704	69,182	-1.1%	Shares	Sole	2024-08-07
2024-03-31	$2,527,605	69,978	-7.3%	Shares	Sole	2024-05-08
2023-12-31	$2,557,005	75,517	-97.6%	Shares	Sole	2024-02-09
2023-09-30	$107,453,252	3,172,520	+0.9%	Shares	Sole	2023-11-06
2023-06-30	$112,755,384	3,145,199	-29.6%	Shares	Sole	2023-07-31
2023-03-31	$179,310,076	4,467,117	-0.8%	Shares	Sole	2023-05-04
2022-12-31	$163,551,786	4,504,318	+39.2%	Shares	Sole	2023-02-01
2022-09-30	$107,150,519	3,235,221	-1.5%	Shares	Sole	2022-10-26
2022-06-30	$104,421,153	3,284,717	+0.4%	Shares	Sole	2022-07-13
2022-03-31	$111,438,495	3,271,829	+1.0%	Shares	Sole	2022-05-02
2021-12-31	$121,769,947	3,240,286	-3.5%	Shares	Sole	2022-01-31
2021-09-30	$109,152,972	3,358,553	-2.4%	Shares	Sole	2021-10-14
2021-06-30	$116,658,097	3,440,227	-31.1%	Shares	Sole	2021-07-20
2021-03-31	$156,319,774	4,994,242	-2.5%	Shares	Sole	2021-04-26
2020-12-31	$147,994,716	5,122,697	-13.1%	Shares	Sole	2021-01-21
2020-09-30	$126,735,005	5,891,911	-6.0%	Shares	Sole	2020-10-14
2020-06-30	$148,601,867	6,270,121	-1.6%	Shares	Sole	2020-07-15
2020-03-31	$121,341,146	6,369,614	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.