Transamerica Financial Advisors’s Hess HES Stock Holding History

Transamerica Financial Advisors’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	-685	Closed	-$94.8K	–	1603
2025 Q2	$94.8K	Sell	685 -34	-5%	-$4.59K	0.01%	276
2025 Q1	$115K	Buy	719 +338	+89%	+$49.7K	0.01%	258
2024 Q4	$51K	Buy	+381	New	+$53.2K	0.01%	313
2015 Q1	–	Sell	-12	Closed	-$1K	–	910
2014 Q4	$1K	Buy	+12	New	+$950	﹤0.01%	654

Other funds holding HES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Transamerica Financial Advisors's HES Position: Q3 2025 in Review

Transamerica Financial Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 685 shares — an estimated $94.8K sold.

Transamerica Financial Advisors first reported a position in HES in Q4 2014 and held it in 4 quarters. The position peaked at $115K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

Transamerica Financial Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
Transamerica Financial Advisors sold 685 Hess shares in Q3 2025, an estimated $94.8K.
Transamerica Financial Advisors first reported a position in Hess in Q4 2014 and held it in 4 quarters.
Transamerica Financial Advisors's Hess position peaked at $115K in Q1 2025.
7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

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