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Fiduciary Financial Group’s Western Midstream Partners WES Stock Holding History

Fiduciary Financial 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 		$483K Buy
11,042
+361
+3% +$15.5K 0.05% 200
2026
Q1 		$440K Sell
10,681
-60
-0.6% -$2.48K 0.06% 202
2025
Q4 		$424K Buy
10,741
+2,246
+26% +$87K 0.06% 195
2025
Q3 		$334K Buy
+8,495
New +$332K 0.05% 233

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

Fiduciary Financial Group's WES Position: Q2 2026 in Review

Fiduciary Financial Group increased its Western Midstream Partners (WES) stake by 3.4% in Q2 2026, buying an estimated $15.5K and bringing the position to 11,042 shares worth $483K. The position accounts for 0.05% of the portfolio, ranked #200.

Fiduciary Financial Group first reported a position in WES in Q3 2025 and has held it in 4 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Fiduciary Financial Group held 11,042 shares of Western Midstream Partners worth $483K as of Q2 2026.
  • Fiduciary Financial Group bought 361 Western Midstream Partners shares in Q2 2026, an estimated $15.5K.
  • Western Midstream Partners made up 0.05% of Fiduciary Financial Group's portfolio in Q2 2026, its #200 holding.
  • Fiduciary Financial Group first reported a position in Western Midstream Partners in Q3 2025 and has held it in 4 quarters since.
  • 372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.