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
-270,100
Closed -$17.2M – 4827
2019
Q2 		$17.2M Buy
+270,100
New +$16.7M 0.01% 699
2018
Q1 		– Sell
-81,500
Closed -$3.87M – 4228
2017
Q4 		$3.87M Hold
81,500
– – ﹤0.01% 1251
2017
Q3 		$3.82M Hold
81,500
– – ﹤0.01% 1284
2017
Q2 		$3.58M Hold
81,500
– – ﹤0.01% 1320
2017
Q1 		$3.93M Hold
81,500
– – ﹤0.01% 1182
2016
Q4 		$4.56M Buy
+81,500
New +$4.45M ﹤0.01% 1128
2014
Q4 		– Sell
-40,000
Closed -$3.77M – 4076
2014
Q3 		$3.77M Buy
+40,000
New +$3.96M ﹤0.01% 1194
2013
Q3 		– Sell
-20,000
Closed -$1.33M – 3843
2013
Q2 		$1.33M Buy
+20,000
New +$1.38M ﹤0.01% 1273

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.