Focus Partners Advisor Solutions’s Hess HES Stock Holding History

Focus Partners Advisor Solutions’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	-2,224	Closed	-$309K	–	1207
2025 Q2	$309K	Sell	2,224 -3,628	-62%	-$490K	﹤0.01%	850
2025 Q1	$935K	Buy	5,852 +341	+6%	+$50.1K	0.01%	401
2024 Q4	$733K	Buy	+5,511	New	+$770K	0.01%	394
2024 Q2	–	Sell	-4,993	Closed	-$762K	–	654
2024 Q1	$762K	Buy	+4,993	New	+$725K	0.02%	279

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

Focus Partners Advisor Solutions's HES Position: Q3 2025 in Review

Focus Partners Advisor Solutions sold out of Hess (HES) in Q3 2025, closing a stake of 2,224 shares — an estimated $309K sold.

Focus Partners Advisor Solutions first reported a position in HES in Q1 2024 and held it in 4 quarters. The position peaked at $935K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

Focus Partners Advisor Solutions reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
Focus Partners Advisor Solutions sold 2,224 Hess shares in Q3 2025, an estimated $309K.
Focus Partners Advisor Solutions first reported a position in Hess in Q1 2024 and held it in 4 quarters.
Focus Partners Advisor Solutions's Hess position peaked at $935K in Q1 2025.
7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2025, filed 12 Nov 2025.