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Sara-Bay Financial’s Hershey HSY Stock Holding History

Sara-Bay 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
Q2 		$247K Hold
1,406
– – 0.07% 80
2026
Q1 		$292K Buy
+1,406
New +$297K 0.09% 66

Other funds holding HSY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sara-Bay Financial's HSY Position: Q2 2026 in Review

Sara-Bay Financial held its Hershey (HSY) position steady in Q2 2026 at 1,406 shares worth $247K. The position accounts for 0.07% of the portfolio, ranked #80.

Sara-Bay Financial first reported a position in HSY in Q1 2026 and has held it in 2 quarters since. The position peaked at $292K in Q1 2026. 386 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Sara-Bay Financial held 1,406 shares of Hershey worth $247K as of Q2 2026.
  • Sara-Bay Financial left its Hershey share count unchanged in Q2 2026.
  • Hershey made up 0.07% of Sara-Bay Financial's portfolio in Q2 2026, its #80 holding.
  • Sara-Bay Financial first reported a position in Hershey in Q1 2026 and has held it in 2 quarters since.
  • Sara-Bay Financial's Hershey position peaked at $292K in Q1 2026.
  • 386 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.