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Embree Financial Group’s Hershey HSY Stock Holding History

Embree Financial Group’s Portfolio HSY Stock Details HSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,183
Closed -$246K – 294
2026
Q1 		$246K Buy
+1,183
New +$249K 0.03% 224
2025
Q4 		– Sell
-1,098
Closed -$205K – 256
2025
Q3 		$205K Buy
+1,098
New +$200K 0.03% 218

Other funds holding HSY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Embree Financial Group's HSY Position: Q2 2026 in Review

Embree Financial Group sold out of Hershey (HSY) in Q2 2026, closing a stake of 1,183 shares — an estimated $246K sold.

Embree Financial Group first reported a position in HSY in Q3 2025 and held it in 2 quarters. The position peaked at $246K in Q1 2026. 431 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Embree Financial Group reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • Embree Financial Group sold 1,183 Hershey shares in Q2 2026, an estimated $246K.
  • Embree Financial Group first reported a position in Hershey in Q3 2025 and held it in 2 quarters.
  • Embree Financial Group's Hershey position peaked at $246K in Q1 2026.
  • 431 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.