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Patriot Financial Group Insurance Agency’s Hershey HSY Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-1,366
Closed -$284K – 592
2026
Q1 		$284K Buy
+1,366
New +$288K 0.02% 575
2022
Q3 		– Sell
-548
Closed -$118K – 1074
2022
Q2 		$118K Buy
548
+100
+22% +$21.8K 0.02% 503
2022
Q1 		$97K Sell
448
-125
-22% -$25.4K 0.02% 597
2021
Q4 		$111K Buy
573
+1
+0.2% +$181 0.02% 625
2021
Q3 		$97K Sell
572
-5
-0.9% -$883 0.02% 666
2021
Q2 		$101K Buy
577
+194
+51% +$32.7K 0.02% 626
2021
Q1 		$61K Hold
383
– – 0.01% 709
2020
Q4 		$58K Sell
383
-5
-1% -$740 0.01% 648
2020
Q3 		$56K Buy
388
+3
+0.8% +$425 0.02% 513
2020
Q2 		$50K Buy
385
+2
+0.5% +$269 0.02% 514
2020
Q1 		$51K Hold
383
– – 0.02% 449
2019
Q4 		$56K Sell
383
-2
-0.5% -$297 0.02% 459
2019
Q3 		$60K Sell
385
-20
-5% -$3.02K 0.03% 413
2019
Q2 		$55K Sell
405
-12
-3% -$1.52K 0.02% 418
2019
Q1 		$48K Buy
417
+84
+25% +$9.15K 0.02% 394
2018
Q4 		$36K Buy
+333
New +$35.4K 0.02% 373
2018
Q2 		– Sell
-22
Closed -$2K – 723
2018
Q1 		$2K Hold
22
– – ﹤0.01% 867
2017
Q4 		$3K Hold
22
– – ﹤0.01% 816
2017
Q3 		$2K Hold
22
– – ﹤0.01% 837
2017
Q2 		$2K Buy
+22
New +$2.43K ﹤0.01% 835

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HSY Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Hershey (HSY) in Q2 2026, closing a stake of 1,366 shares — an estimated $284K sold.

Patriot Financial Group Insurance Agency first reported a position in HSY in Q2 2017 and held it in 20 quarters. The position peaked at $284K in Q1 2026. 818 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,366 Hershey shares in Q2 2026, an estimated $284K.
  • Patriot Financial Group Insurance Agency first reported a position in Hershey in Q2 2017 and held it in 20 quarters.
  • Patriot Financial Group Insurance Agency's Hershey position peaked at $284K in Q1 2026.
  • 818 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.