RITHOLTZ WEALTH MANAGEMENT

Position in FHI — Federated Hermes, Inc.

CIK 1698218 NEW YORK, NY

Position in FHI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$6,228,374

+$339,608 QoQ

Shares Held

112,792

+8.6% QoQ

Ownership

0.151%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#60

of 388 holders

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

RITHOLTZ WEALTH MANAGEMENT holds $39,789,884 across 30 Asset Management names. FHI ranks #1 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FHI	Federated Hermes, Inc. This page	112,792	$6,228,374
2	NTRS	Northern Trust Corp	24,995	$4,345,130
3	BLK	BlackRock, Inc.	4,116	$3,957,780
4	BN	BROOKFIELD Corp /ON/	75,917	$3,233,305
5	AMG	Affiliated Managers Group, Inc.	9,502	$3,215,476
6	SII	Sprott Inc.	22,410	$2,517,763
7	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	150,000	$2,074,500
8	BX	Blackstone Inc.	16,985	$1,998,624

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,228,374	112,792	+8.6%	Shares	Sole	2026-08-11
2026-03-31	$5,888,766	103,840	+21.9%	Shares	Sole	2026-04-20
2025-12-31	$4,435,687	85,187	+16.5%	Shares	Sole	2026-01-23
2025-09-30	$3,795,927	73,097	+30.0%	Shares	Sole	2025-10-28
2025-06-30	$2,491,182	56,209	+78.7%	Shares	Sole	2025-07-28
2025-03-31	$1,282,583	31,459	+106.3%	Shares	Sole	2025-04-17
2023-12-31	$516,331	15,249	-27.3%	Shares	Sole	2024-01-18
2023-09-30	$709,949	20,961	-4.2%	Shares	Sole	2023-10-13
2023-06-30	$784,648	21,887	-41.6%	Shares	Sole	2023-07-17
2023-03-31	$1,504,808	37,489	+261.9%	Shares	Sole	2023-04-20
2022-12-31	$376,135	10,359	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.