Fifth Third Wealth Advisors’s Hess HES Stock Holding History

Fifth Third Wealth Advisors’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
2025 Q3	–	Sell	-2,870	Closed	-$398K	–	792
2025 Q2	$398K	Sell	2,870 -133	-4%	-$18K	0.02%	430
2025 Q1	$480K	Buy	3,003 +218	+8%	+$32.1K	0.02%	339
2024 Q4	$370K	Sell	2,785 -74	-3%	-$10.3K	0.02%	413
2024 Q3	$388K	Sell	2,859 -21	-0.7%	-$2.92K	0.02%	380
2024 Q2	$425K	Buy	+2,880	New	+$441K	0.03%	308

Other funds holding HES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Fifth Third Wealth Advisors's HES Position: Q3 2025 in Review

Fifth Third Wealth Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 2,870 shares — an estimated $398K sold.

Fifth Third Wealth Advisors first reported a position in HES in Q2 2024 and held it in 5 quarters. The position peaked at $480K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

Fifth Third Wealth Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
Fifth Third Wealth Advisors sold 2,870 Hess shares in Q3 2025, an estimated $398K.
Fifth Third Wealth Advisors first reported a position in Hess in Q2 2024 and held it in 5 quarters.
Fifth Third Wealth Advisors's Hess position peaked at $480K in Q1 2025.
7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.