Raymond James Financial
HES

Raymond James Financial’s Hess HES Stock Holding History

Raymond James Financial’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
-193,068
Closed -$26.7M – 5728
2025
Q2 		$26.7M Sell
193,068
-31,273
-14% -$4.22M 0.01% 1152
2025
Q1 		$35.8M Sell
224,341
-10,423
-4% -$1.53M 0.01% 912
2024
Q4 		$31.2M Buy
+234,764
New +$32.8M 0.01% 1009

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 $6.53B AUM 20.48% 1-Year Est. Return

Raymond James Financial's HES Position: Q3 2025 in Review

Raymond James Financial sold out of Hess (HES) in Q3 2025, closing a stake of 193,068 shares — an estimated $26.7M sold.

Raymond James Financial first reported a position in HES in Q4 2024 and held it in 3 quarters. The position peaked at $35.8M in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Raymond James Financial reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 193,068 Hess shares in Q3 2025, an estimated $26.7M.
  • Raymond James Financial first reported a position in Hess in Q4 2024 and held it in 3 quarters.
  • Raymond James Financial's Hess position peaked at $35.8M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.