Phoenix Financial’s Hershey HSY Stock Holding History

Phoenix Financial’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	$293K	Buy	1,410 +225	+19%	+$47.5K	﹤0.01%	392
2025 Q4	$216K	Buy	+1,185	New	+$217K	﹤0.01%	436

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Phoenix Financial's HSY Position: Q1 2026 in Review

Phoenix Financial increased its Hershey (HSY) stake by 19% in Q1 2026, buying an estimated $47.5K and bringing the position to 1,410 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Phoenix Financial first reported a position in HSY in Q4 2025 and has held it in 2 quarters since. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Phoenix Financial held 1,410 shares of Hershey worth $293K as of Q1 2026.
Phoenix Financial bought 225 Hershey shares in Q1 2026, an estimated $47.5K.
Hershey made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #392 holding.
Phoenix Financial first reported a position in Hershey in Q4 2025 and has held it in 2 quarters since.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.