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Shum Financial Group’s Hershey HSY Stock Holding History

Shum 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
2026
Q2 		$518K Hold
2,953
– – 0.31% 72
2026
Q1 		$614K Hold
2,953
– – 0.43% 60
2025
Q4 		$537K Sell
2,953
-100
-3% -$18.3K 0.39% 68
2025
Q3 		$571K Buy
+3,053
New +$555K 0.43% 58
2025
Q1 		$553K Hold
3,233
– – 0.48% 60
2024
Q4 		$548K Sell
3,233
-1,163
-26% -$209K 0.47% 62
2024
Q3 		$792K Buy
+4,396
New +$855K 0.66% 50

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

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

Shum Financial Group held its Hershey (HSY) position steady in Q2 2026 at 2,953 shares worth $518K. The position accounts for 0.31% of the portfolio, ranked #72.

Shum Financial Group first reported a position in HSY in Q3 2024 and has held it in 7 quarters since. The position peaked at $792K in Q3 2024. 431 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Shum Financial Group held 2,953 shares of Hershey worth $518K as of Q2 2026.
  • Shum Financial Group left its Hershey share count unchanged in Q2 2026.
  • Hershey made up 0.31% of Shum Financial Group's portfolio in Q2 2026, its #72 holding.
  • Shum Financial Group first reported a position in Hershey in Q3 2024 and has held it in 7 quarters since.
  • Shum Financial Group's Hershey position peaked at $792K in Q3 2024.
  • 431 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.