Bank of Montreal
HES

Bank of Montreal’s Hess HES Stock Holding History

Bank of Montreal’s Portfolio HES Stock Details HES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-109,700
Closed -$6.97M – 4826
2019
Q2 		$6.97M Buy
109,700
+99,700
+997% +$6.17M 0.01% 1057
2019
Q1 		$602K Buy
+10,000
New +$550K ﹤0.01% 2225
2017
Q2 		– Sell
-70,000
Closed -$3.38M – 4203
2017
Q1 		$3.38M Buy
+70,000
New +$3.71M ﹤0.01% 1247
2014
Q3 		– Sell
-59,800
Closed -$5.91M – 4183
2014
Q2 		$5.91M Buy
59,800
+19,800
+50% +$1.79M 0.01% 1024
2014
Q1 		$3.31M Buy
+40,000
New +$3.18M ﹤0.01% 1102
2013
Q3 		– Sell
-35,000
Closed -$2.33M – 3842
2013
Q2 		$2.33M Buy
+35,000
New +$2.42M ﹤0.01% 1029

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Bank of Montreal's HES Position: Q3 2025 in Review

Bank of Montreal sold out of Hess (HES) in Q3 2025, closing a stake of 325,202 shares — an estimated $45.1M sold.

Bank of Montreal first reported a position in HES in Q2 2013 and held it in 49 quarters. The position peaked at $218M in Q2 2024. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Bank of Montreal reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 325,202 Hess shares in Q3 2025, an estimated $45.1M.
  • Bank of Montreal first reported a position in Hess in Q2 2013 and held it in 49 quarters.
  • Bank of Montreal's Hess position peaked at $218M in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.