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SevenBridge Financial Group’s Hershey HSY Stock Holding History

SevenBridge 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
2019
Q3 		– Sell
-5
Closed -$7.46M – 329
2019
Q2 		$7.46M Hold
5
– – 2.67% 6
2019
Q1 		$1.59M Buy
+5
New +$544 0.6% 49

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

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

SevenBridge Financial Group reduced its Hershey (HSY) stake by 3.7% in Q1 2026, selling an estimated $145K and leaving 17,970 shares worth $3.39M. The position accounts for 0.53% of the portfolio, ranked #61.

SevenBridge Financial Group first reported a position in HSY in Q2 2016 and has held it in 40 quarters since. The position peaked at $8.09M in Q1 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • SevenBridge Financial Group held 17,970 shares of Hershey worth $3.39M as of Q1 2026.
  • SevenBridge Financial Group sold 687 Hershey shares in Q1 2026, an estimated $145K.
  • Hershey made up 0.53% of SevenBridge Financial Group's portfolio in Q1 2026, its #61 holding.
  • SevenBridge Financial Group first reported a position in Hershey in Q2 2016 and has held it in 40 quarters since.
  • SevenBridge Financial Group's Hershey position peaked at $8.09M in Q1 2023.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.