Convergence Financial’s Hershey HSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$551K Buy
3,138
+1,551
+98% +$292K 0.04% 164
2026
Q1
$330K Sell
1,587
-31
-2% -$6.54K 0.04% 177
2025
Q4
$294K Sell
1,618
-16
-1% -$2.92K 0.04% 160
2025
Q3
$306K Buy
+1,634
New +$297K 0.05% 157

Other funds holding HSY

Convergence Financial's HSY Position: Q2 2026 in Review

Convergence Financial increased its Hershey (HSY) stake by 98% in Q2 2026, buying an estimated $292K and bringing the position to 3,138 shares worth $551K. The position accounts for 0.04% of the portfolio, ranked #164.

Convergence Financial first reported a position in HSY in Q3 2025 and has held it in 4 quarters since. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Convergence Financial held 3,138 shares of Hershey worth $551K as of Q2 2026.
  • Convergence Financial bought 1,551 Hershey shares in Q2 2026, an estimated $292K.
  • Hershey made up 0.04% of Convergence Financial's portfolio in Q2 2026, its #164 holding.
  • Convergence Financial first reported a position in Hershey in Q3 2025 and has held it in 4 quarters since.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.