FFA
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Farther Finance Advisors’s Hershey HSY Stock Holding History

Farther Finance Advisors’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
Q3 		$1.48M Sell
9,403
-259
-3% -$45.6K 0.01% 922
2026
Q2 		$1.7M Sell
9,662
-709
-7% -$134K 0.01% 821
2026
Q1 		$2.1M Buy
10,371
+1,290
+14% +$272K 0.02% 627
2025
Q4 		$1.65M Buy
9,081
+185
+2% +$33.8K 0.02% 663
2025
Q3 		$1.66M Sell
8,896
-213
-2% -$38.7K 0.03% 524
2025
Q2 		$1.51M Buy
9,109
+301
+3% +$49.6K 0.03% 453
2025
Q1 		$1.49M Buy
8,808
+3,160
+56% +$517K 0.04% 368
2024
Q4 		$956K Sell
5,648
-721
-11% -$129K 0.03% 380
2024
Q3 		$1.22M Sell
6,369
-1,422
-18% -$276K 0.05% 302
2024
Q2 		$1.42M Buy
7,791
+2,668
+52% +$516K 0.07% 223
2024
Q1 		$1.02M Buy
5,123
+2,450
+92% +$473K 0.06% 251
2023
Q4 		$498K Buy
2,673
+1,344
+101% +$255K 0.04% 350
2023
Q3 		$266K Buy
1,329
+1,262
+1,884% +$282K 0.04% 320
2023
Q2 		$16.7K Buy
67
+27
+68% +$7.08K ﹤0.01% 1053
2023
Q1 		$10.2K Buy
40
+5
+14% +$1.18K ﹤0.01% 1104
2022
Q4 		$8.11K Buy
+35
New +$8.07K ﹤0.01% 1012

Other funds holding HSY

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Farther Finance Advisors's HSY Position: Q3 2026 in Review

Farther Finance Advisors reduced its Hershey (HSY) stake by 2.7% in Q3 2026, selling an estimated $45.6K and leaving 9,403 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #922.

Farther Finance Advisors first reported a position in HSY in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.1M in Q1 2026. 51 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Farther Finance Advisors held 9,403 shares of Hershey worth $1.48M as of Q3 2026.
  • Farther Finance Advisors sold 259 Hershey shares in Q3 2026, an estimated $45.6K.
  • Hershey made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #922 holding.
  • Farther Finance Advisors first reported a position in Hershey in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Hershey position peaked at $2.1M in Q1 2026.
  • 51 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.