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Bollard Group’s Western Midstream Partners WES Stock Holding History

Bollard Group’s Portfolio WES Stock Details WES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$710K Hold
16,219
– – 0.02% 121
2026
Q1 		$668K Buy
16,219
+338
+2% +$14K 0.02% 129
2025
Q4 		$627K Buy
15,881
+364
+2% +$14.1K 0.02% 124
2025
Q3 		$610K Buy
15,517
+359
+2% +$14K 0.01% 126
2025
Q2 		$587K Buy
15,158
+1,049
+7% +$39.9K 0.01% 145
2025
Q1 		$578K Buy
14,109
+301
+2% +$12.3K 0.02% 130
2024
Q4 		$531K Buy
13,808
+319
+2% +$12.3K 0.01% 130
2024
Q3 		$516K Buy
13,489
+316
+2% +$12.5K 0.01% 145
2024
Q2 		$523K Buy
13,173
+303
+2% +$11.2K 0.01% 135
2024
Q1 		$458K Buy
12,870
+252
+2% +$7.82K 0.01% 142
2023
Q4 		$369K Buy
12,618
+258
+2% +$7.21K 0.01% 140
2023
Q3 		$337K Buy
12,360
+245
+2% +$6.65K 0.01% 141
2023
Q2 		$321K Buy
12,115
+390
+3% +$10.3K 0.01% 147
2023
Q1 		$309K Buy
11,725
+207
+2% +$5.56K 0.01% 148
2022
Q4 		$309K Hold
11,518
– – 0.01% 141
2022
Q3 		$290K Hold
11,518
– – 0.01% 150
2022
Q2 		$280K Hold
11,518
– – 0.01% 159
2022
Q1 		$290K Hold
11,518
– – 0.01% 200
2021
Q4 		$257K Hold
11,518
– – 0.01% 214
2021
Q3 		$241K Hold
11,518
– – 0.01% 212
2021
Q2 		$247K Hold
11,518
– – 0.01% 204
2021
Q1 		$214K Hold
11,518
– – 0.01% 216
2020
Q4 		$159K Hold
11,518
– – 0.01% 225
2020
Q3 		$92K Hold
11,518
– – ﹤0.01% 259
2020
Q2 		$116K Buy
+11,518
New +$95.4K ﹤0.01% 235

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Bollard Group's WES Position: Q2 2026 in Review

Bollard Group held its Western Midstream Partners (WES) position steady in Q2 2026 at 16,219 shares worth $710K. The position accounts for 0.02% of the portfolio, ranked #121.

Bollard Group first reported a position in WES in Q2 2020 and has held it in 25 quarters since. 371 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Bollard Group held 16,219 shares of Western Midstream Partners worth $710K as of Q2 2026.
  • Bollard Group left its Western Midstream Partners share count unchanged in Q2 2026.
  • Western Midstream Partners made up 0.02% of Bollard Group's portfolio in Q2 2026, its #121 holding.
  • Bollard Group first reported a position in Western Midstream Partners in Q2 2020 and has held it in 25 quarters since.
  • 371 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

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