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Northeast Financial Group’s Hershey HSY Stock Holding History

Northeast Financial Group’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
Q1 		$83.2K Hold
400
– – 0.02% 88
2025
Q4 		$72.8K Buy
+400
New +$73.1K 0.02% 96
2025
Q3 		– Sell
-400
Closed -$66.4K – 90
2025
Q2 		$66.4K Hold
400
– – 0.02% 92
2025
Q1 		$68.4K Buy
+400
New +$65.5K 0.02% 91

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northeast Financial Group's HSY Position: Q1 2026 in Review

Northeast Financial Group held its Hershey (HSY) position steady in Q1 2026 at 1,518 shares worth $316K. The position accounts for 0.08% of the portfolio, ranked #69.

Northeast Financial Group first reported a position in HSY in Q4 2020 and has held it in 22 quarters since. The position peaked at $507K in Q2 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Northeast Financial Group held 1,518 shares of Hershey worth $316K as of Q1 2026.
  • Northeast Financial Group left its Hershey share count unchanged in Q1 2026.
  • Hershey made up 0.08% of Northeast Financial Group's portfolio in Q1 2026, its #69 holding.
  • Northeast Financial Group first reported a position in Hershey in Q4 2020 and has held it in 22 quarters since.
  • Northeast Financial Group's Hershey position peaked at $507K in Q2 2023.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Northeast Financial Group's 13F filing for Q1 2026, filed 15 May 2026.