SFG
HESM icon

SageGuard Financial Group’s Hess Midstream HESM Stock Holding History

SageGuard Financial Group’s Portfolio HESM Stock Details HESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$274K Buy
7,294
+71
+1% +$2.73K 0.04% 177
2026
Q1 		$281K Buy
7,223
+99
+1% +$3.67K 0.04% 163
2025
Q4 		$246K Buy
+7,124
New +$240K 0.04% 157

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $489M AUM 9.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

SageGuard Financial Group's HESM Position: Q2 2026 in Review

SageGuard Financial Group increased its Hess Midstream (HESM) stake by 0.98% in Q2 2026, buying an estimated $2.73K and bringing the position to 7,294 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #177.

SageGuard Financial Group first reported a position in HESM in Q4 2025 and has held it in 3 quarters since. The position peaked at $281K in Q1 2026. 117 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

  • SageGuard Financial Group held 7,294 shares of Hess Midstream worth $274K as of Q2 2026.
  • SageGuard Financial Group bought 71 Hess Midstream shares in Q2 2026, an estimated $2.73K.
  • Hess Midstream made up 0.04% of SageGuard Financial Group's portfolio in Q2 2026, its #177 holding.
  • SageGuard Financial Group first reported a position in Hess Midstream in Q4 2025 and has held it in 3 quarters since.
  • SageGuard Financial Group's Hess Midstream position peaked at $281K in Q1 2026.
  • 117 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.