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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SevenBridge Financial Group's HSY Position: Q2 2026 in Review

SevenBridge Financial Group reduced its Hershey (HSY) stake by 0.53% in Q2 2026, selling an estimated $17.9K and leaving 17,875 shares worth $3.26M. The position accounts for 0.48% of the portfolio, ranked #64.

SevenBridge Financial Group first reported a position in HSY in Q2 2016 and has held it in 41 quarters since. The position peaked at $8.09M in Q1 2023. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • SevenBridge Financial Group held 17,875 shares of Hershey worth $3.26M as of Q2 2026.
  • SevenBridge Financial Group sold 95 Hershey shares in Q2 2026, an estimated $17.9K.
  • Hershey made up 0.48% of SevenBridge Financial Group's portfolio in Q2 2026, its #64 holding.
  • SevenBridge Financial Group first reported a position in Hershey in Q2 2016 and has held it in 41 quarters since.
  • SevenBridge Financial Group's Hershey position peaked at $8.09M in Q1 2023.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.