MFG
HES

Merit Financial Group’s Hess HES Stock Holding History

Merit Financial Group’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
-3,922
Closed -$543K – 1827
2025
Q2 		$543K Buy
+3,922
New +$530K 0.01% 1065

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

Merit Financial Group's HES Position: Q3 2025 in Review

Merit Financial Group sold out of Hess (HES) in Q3 2025, closing a stake of 3,922 shares — an estimated $543K sold.

Merit Financial Group first reported a position in HES in Q2 2025 and held it in 1 quarter. The position peaked at $543K in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Merit Financial Group reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Merit Financial Group sold 3,922 Hess shares in Q3 2025, an estimated $543K.
  • Merit Financial Group first reported a position in Hess in Q2 2025 and held it in 1 quarter.
  • Merit Financial Group's Hess position peaked at $543K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Merit Financial Group's 13F filing for Q3 2025, filed 20 Oct 2025.