JSAM
HES

J. Safra Asset Management’s Hess HES Stock Holding History

J. Safra Asset Management’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
-420
Closed -$58.2K – 482
2025
Q2 		$58.2K Buy
+420
New +$56.7K ﹤0.01% 199
2025
Q1 		– Sell
-189
Closed -$24.7K – 364
2024
Q4 		$24.7K Buy
+189
New +$26.4K ﹤0.01% 234

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
VanEck Associates
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

J. Safra Asset Management's HES Position: Q3 2025 in Review

J. Safra Asset Management sold out of Hess (HES) in Q3 2025, closing a stake of 420 shares — an estimated $58.2K sold.

J. Safra Asset Management first reported a position in HES in Q4 2024 and held it in 2 quarters. The position peaked at $58.2K in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • J. Safra Asset Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • J. Safra Asset Management sold 420 Hess shares in Q3 2025, an estimated $58.2K.
  • J. Safra Asset Management first reported a position in Hess in Q4 2024 and held it in 2 quarters.
  • J. Safra Asset Management's Hess position peaked at $58.2K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on J. Safra Asset Management's 13F filing for Q3 2025, filed 29 Oct 2025.