KFI
HES

Key Financial Inc’s Hess HES Stock Holding History

Key Financial Inc’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
-1,390
Closed -$193K – 1477
2025
Q2 		$193K Hold
1,390
– – 0.04% 283
2025
Q1 		$222K Sell
1,390
-63
-4% -$9.26K 0.05% 250
2024
Q4 		$193K Buy
1,453
+24
+2% +$3.35K 0.04% 261
2024
Q3 		$194K Sell
1,429
-408
-22% -$56.8K 0.04% 255
2024
Q2 		$271K Buy
1,837
+417
+29% +$63.9K 0.07% 205
2024
Q1 		$217K Hold
1,420
– – 0.06% 222
2023
Q4 		$205K Hold
1,420
– – 0.06% 222
2023
Q3 		$217K Hold
1,420
– – 0.07% 191
2023
Q2 		$193K Hold
1,420
– – 0.06% 214
2023
Q1 		$188K Sell
1,420
-42
-3% -$5.85K 0.07% 205
2022
Q4 		$159K Hold
1,462
– – 0.08% 189
2022
Q3 		$159K Hold
1,462
– – 0.07% 190
2022
Q2 		$154K Buy
1,462
+63
+5% +$7.13K 0.08% 182
2022
Q1 		$150K Buy
1,399
+382
+38% +$36.2K 0.07% 201
2021
Q4 		$75K Hold
1,017
– – 0.04% 285
2021
Q3 		$79K Hold
1,017
– – 0.04% 264
2021
Q2 		$78K Buy
1,017
+875
+616% +$70.6K 0.04% 277
2021
Q1 		$10K Hold
142
– – 0.01% 487
2020
Q4 		$7K Buy
+142
New +$6.46K 0.01% 505
2020
Q2 		– Sell
-142
Closed -$5K – 317
2020
Q1 		$5K Buy
+142
New +$7.68K 0.01% 504

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
VanEck Associates
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Key Financial Inc's HES Position: Q3 2025 in Review

Key Financial Inc sold out of Hess (HES) in Q3 2025, closing a stake of 1,390 shares — an estimated $193K sold.

Key Financial Inc first reported a position in HES in Q1 2020 and held it in 20 quarters. The position peaked at $271K in Q2 2024. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Key Financial Inc reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Key Financial Inc sold 1,390 Hess shares in Q3 2025, an estimated $193K.
  • Key Financial Inc first reported a position in Hess in Q1 2020 and held it in 20 quarters.
  • Key Financial Inc's Hess position peaked at $271K in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Key Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.