JNBA Financial Advisors’s Hess HES Stock Holding History

JNBA Financial 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	-15	Closed	-$2.08K	–	665
2025 Q2	$2.08K	Hold	15	–	–	﹤0.01%	593
2025 Q1	$2.4K	Hold	15	–	–	﹤0.01%	589
2024 Q4	$2K	Hold	15	–	–	﹤0.01%	589
2024 Q3	$2.04K	Hold	15	–	–	﹤0.01%	603
2024 Q2	$2.21K	Hold	15	–	–	﹤0.01%	575
2024 Q1	$2.29K	Hold	15	–	–	﹤0.01%	596
2023 Q4	$2.16K	Hold	15	–	–	﹤0.01%	610
2023 Q3	$2.29K	Hold	15	–	–	﹤0.01%	613
2023 Q2	$2.04K	Hold	15	–	–	﹤0.01%	619
2023 Q1	$1.99K	Hold	15	–	–	﹤0.01%	622
2022 Q4	$2.13K	Sell	15 -38	-72%	-$5.22K	﹤0.01%	582
2022 Q3	$6K	Buy	53 +38	+253%	+$4.21K	﹤0.01%	509
2022 Q2	$2K	Hold	15	–	–	﹤0.01%	648
2022 Q1	$2K	Buy	+15	New	+$1.42K	﹤0.01%	633
2020 Q1	–	Sell	-122	Closed	-$8K	–	588
2019 Q4	$8K	Buy	+122	New	+$7.98K	﹤0.01%	462
2018 Q4	–	Sell	-137	Closed	-$10K	–	613
2018 Q3	$10K	Buy	+137	New	+$9.03K	﹤0.01%	376
2016 Q4	–	Sell	-317	Closed	-$17K	–	842
2016 Q3	$17K	Buy	+317	New	+$17K	﹤0.01%	865
2014 Q4	–	Sell	-19	Closed	-$2K	–	570
2014 Q3	$2K	Buy	+19	New	+$1.88K	﹤0.01%	527

Other funds holding HES

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $164B AUM 112.45% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

JNBA Financial Advisors's HES Position: Q3 2025 in Review

JNBA Financial Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 15 shares — an estimated $2.08K sold.

JNBA Financial Advisors first reported a position in HES in Q3 2014 and held it in 18 quarters. The position peaked at $17K in Q3 2016. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

JNBA Financial Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
JNBA Financial Advisors sold 15 Hess shares in Q3 2025, an estimated $2.08K.
JNBA Financial Advisors first reported a position in Hess in Q3 2014 and held it in 18 quarters.
JNBA Financial Advisors's Hess position peaked at $17K in Q3 2016.
7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on JNBA Financial Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.