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HM Payson & Co’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

HM Payson & Co’s Portfolio HGER Stock Details HGER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.01M Hold
34,592
– – 0.01% 227
2026
Q1 		$1.07M Sell
34,592
-5,408
-14% -$151K 0.02% 217
2025
Q4 		$993K Buy
+40,000
New +$1.04M 0.01% 223

Other funds holding HGER

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

HM Payson & Co's HGER Position: Q2 2026 in Review

HM Payson & Co held its Harbor Commodity All-Weather Strategy ETF (HGER) position steady in Q2 2026 at 34,592 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #227.

HM Payson & Co first reported a position in HGER in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q1 2026. 233 funds tracked by Wall St. Rank hold HGER as of Q2 2026.

  • HM Payson & Co held 34,592 shares of Harbor Commodity All-Weather Strategy ETF worth $1.01M as of Q2 2026.
  • HM Payson & Co left its Harbor Commodity All-Weather Strategy ETF share count unchanged in Q2 2026.
  • Harbor Commodity All-Weather Strategy ETF made up 0.01% of HM Payson & Co's portfolio in Q2 2026, its #227 holding.
  • HM Payson & Co first reported a position in Harbor Commodity All-Weather Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • HM Payson & Co's Harbor Commodity All-Weather Strategy ETF position peaked at $1.07M in Q1 2026.
  • 233 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.