Position in FHI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$17,126
-$3,702 QoQ
Shares Held
302
-24.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
7 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 Mar 31, 2026RICHARDSON FINANCIAL SERVICES INC. holds $324,505 across 13 Asset Management names. FHI ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
|
1,080 | $97,318 | |
| 2 | NTRS |
Northern Trust Corp
|
419 | $58,479 | |
| 3 | BLK |
BlackRock, Inc.
|
56 | $53,855 | |
| 4 | BX |
Blackstone Inc.
|
290 | $33,347 | |
| 5 | FHI |
Federated Hermes, Inc.
This page
|
302 | $17,126 | |
| 6 | ARCC |
Ares Capital Corp
|
835 | $15,046 | |
| 7 | APO |
Apollo Global Management, Inc.
|
103 | $11,476 | |
| 8 | RFI |
Cohen & Steers Total Return Realty Fund Inc
|
1,000 | $11,140 |
All Filings in FHI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,126 | 302 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $20,828 | 400 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $15,682 | 302 | Shares | Sole | 2025-10-28 | |
| 2024-09-30 | $8,824 | 240 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7,891 | 240 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,786 | 354 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $8,905 | 263 | Shares | Sole | 2024-03-04 | |
| No filing history on record for this holder in this stock. | ||||||