JNBA Financial Advisors’s Hershey HSY Stock Holding History

JNBA Financial 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 Q2	$128K	Hold	732	–	–	0.01%	225
2026 Q1	$152K	Sell	732 -100	-12%	-$21.1K	0.01%	202
2025 Q4	$151K	Hold	832	–	–	0.01%	197
2025 Q3	$156K	Hold	832	–	–	0.01%	190
2025 Q2	$138K	Hold	832	–	–	0.01%	194
2025 Q1	$142K	Hold	832	–	–	0.01%	194
2024 Q4	$141K	Hold	832	–	–	0.01%	191
2024 Q3	$160K	Hold	832	–	–	0.02%	193
2024 Q2	$153K	Buy	832 +46	+6%	+$8.9K	0.02%	196
2024 Q1	$153K	Hold	786	–	–	0.02%	201
2023 Q4	$147K	Hold	786	–	–	0.02%	204
2023 Q3	$157K	Hold	786	–	–	0.02%	201
2023 Q2	$196K	Sell	786 -28	-3%	-$7.34K	0.02%	192
2023 Q1	$207K	Sell	814 -55	-6%	-$12.9K	0.03%	188
2022 Q4	$201K	Sell	869 -25	-3%	-$5.76K	0.03%	186
2022 Q3	$197K	Sell	894 -48	-5%	-$10.8K	0.03%	181
2022 Q2	$203K	Sell	942 -279	-23%	-$60.8K	0.03%	181
2022 Q1	$264K	Sell	1,221 -209	-15%	-$42.4K	0.04%	169
2021 Q4	$277K	Sell	1,430 -146	-9%	-$26.4K	0.03%	169
2021 Q3	$267K	Buy	1,576 +144	+10%	+$25.4K	0.04%	171
2021 Q2	$249K	Sell	1,432 -264	-16%	-$44.5K	0.03%	179
2021 Q1	$268K	Hold	1,696	–	–	0.04%	165
2020 Q4	$258K	Hold	1,696	–	–	0.04%	153
2020 Q3	$243K	Hold	1,696	–	–	0.05%	142
2020 Q2	$220K	Sell	1,696 -124	-7%	-$16.7K	0.05%	146
2020 Q1	$241K	Hold	1,820	–	–	0.06%	125
2019 Q4	$267K	Buy	1,820 +24	+1%	+$3.56K	0.05%	137
2019 Q3	$278K	Hold	1,796	–	–	0.06%	126
2019 Q2	$241K	Hold	1,796	–	–	0.05%	139
2019 Q1	$206K	Hold	1,796	–	–	0.04%	141
2018 Q4	$192K	Buy	1,796 +1,161	+183%	+$123K	0.04%	132
2018 Q3	$65K	Sell	635 -1,141	-64%	-$113K	0.03%	206
2018 Q2	$165K	Hold	1,776	–	–	0.03%	140
2018 Q1	$176K	Hold	1,776	–	–	0.04%	134
2017 Q4	$202K	Hold	1,776	–	–	0.04%	126
2017 Q3	$194K	Hold	1,776	–	–	0.04%	121
2017 Q2	$191K	Hold	1,776	–	–	0.04%	120
2017 Q1	$194K	Hold	1,776	–	–	0.05%	117
2016 Q4	$184K	Buy	1,776 +1,668	+1,544%	+$165K	0.04%	119
2016 Q3	$10K	Sell	108 -1,668	-94%	-$176K	﹤0.01%	1016
2016 Q2	$202K	Hold	1,776	–	–	0.06%	113
2016 Q1	$164K	Sell	1,776 -848	-32%	-$75.7K	0.06%	116
2015 Q4	$234K	Buy	2,624 +848	+48%	+$76.1K	0.09%	93
2015 Q3	$163K	Hold	1,776	–	–	0.07%	102
2015 Q2	$158K	Hold	1,776	–	–	0.06%	104
2015 Q1	$179K	Hold	1,776	–	–	0.07%	100
2014 Q4	$185K	Hold	1,776	–	–	0.07%	99
2014 Q3	$169K	Hold	1,776	–	–	0.08%	103
2014 Q2	$173K	Hold	1,776	–	–	0.08%	100
2014 Q1	$185K	Hold	1,776	–	–	0.1%	89
2013 Q4	$173K	Hold	1,776	–	–	0.09%	89
2013 Q3	$164K	Hold	1,776	–	–	0.1%	89
2013 Q2	$159K	Buy	+1,776	New	+$157K	0.11%	90

Other funds holding HSY

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

JNBA Financial Advisors's HSY Position: Q2 2026 in Review

JNBA Financial Advisors held its Hershey (HSY) position steady in Q2 2026 at 732 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #225.

JNBA Financial Advisors first reported a position in HSY in Q2 2013 and has held it in 53 quarters since. The position peaked at $278K in Q3 2019. 388 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

JNBA Financial Advisors held 732 shares of Hershey worth $128K as of Q2 2026.
JNBA Financial Advisors left its Hershey share count unchanged in Q2 2026.
Hershey made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #225 holding.
JNBA Financial Advisors first reported a position in Hershey in Q2 2013 and has held it in 53 quarters since.
JNBA Financial Advisors's Hershey position peaked at $278K in Q3 2019.
388 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.