Position in FHI
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$216,291
+$4,158 QoQ
Shares Held
3,814
-6.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 74.51494493969587.ToString("F0")%
Shared 0.ToString("F0")%
None 25.48505506030414.ToString("F0")%
Common Shares in FHI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026HOHIMER WEALTH MANAGEMENT, LLC holds $25,135,457 across 11 Asset Management names. FHI ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
262,554 | $6,403,692 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
92,701 | $4,423,691 | |
| 3 | BLK |
BlackRock, Inc.
|
3,878 | $3,729,511 | |
| 4 | AMP |
Ameriprise Financial Inc
|
7,860 | $3,492,984 | |
| 5 | PFL |
Pimco Income Strategy Fund
|
435,267 | $3,482,136 | |
| 6 | PFG |
Principal Financial Group Inc
|
24,697 | $2,225,446 | |
| 7 | APO |
Apollo Global Management, Inc.
|
6,647 | $740,608 | |
| 8 | FHI |
Federated Hermes, Inc.
This page
|
3,814 | $216,291 |
All Filings in FHI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $216,291 | 3,814 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $212,133 | 4,074 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $212,705 | 4,096 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $277,032 | 6,795 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $269,106 | 6,546 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $228,415 | 6,212 | Shares | Sole | 2024-11-19 | |
| No filing history on record for this holder in this stock. | ||||||