Stifel Financial
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Stifel Financial’s Hess Midstream HESM Stock Holding History

Stifel Financial’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 		$7M Buy
186,117
+16,940
+10% +$651K 0.01% 1220
2026
Q1 		$6.58M Sell
169,177
-3,425
-2% -$127K 0.01% 1180
2025
Q4 		$5.95M Buy
172,602
+140,303
+434% +$4.72M 0.01% 1235
2025
Q3 		$1.12M Buy
32,299
+13,900
+76% +$551K ﹤0.01% 2333
2025
Q2 		$709K Buy
18,399
+2,190
+14% +$83.4K ﹤0.01% 2553
2025
Q1 		$685K Buy
16,209
+3,361
+26% +$137K ﹤0.01% 2473
2024
Q4 		$476K Buy
12,848
+1,358
+12% +$48.9K ﹤0.01% 2702
2024
Q3 		$405K Buy
11,490
+3,148
+38% +$115K ﹤0.01% 2799
2024
Q2 		$304K Buy
8,342
+2,124
+34% +$75K ﹤0.01% 2912
2024
Q1 		$225K Sell
6,218
-514
-8% -$17.4K ﹤0.01% 3047
2023
Q4 		$213K Buy
+6,732
New +$206K ﹤0.01% 3035

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial's HESM Position: Q2 2026 in Review

Stifel Financial increased its Hess Midstream (HESM) stake by 10% in Q2 2026, buying an estimated $651K and bringing the position to 186,117 shares worth $7M. The position accounts for 0.01% of the portfolio, ranked #1220.

Stifel Financial first reported a position in HESM in Q4 2023 and has held it in 11 quarters since. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

  • Stifel Financial held 186,117 shares of Hess Midstream worth $7M as of Q2 2026.
  • Stifel Financial bought 16,940 Hess Midstream shares in Q2 2026, an estimated $651K.
  • Hess Midstream made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1220 holding.
  • Stifel Financial first reported a position in Hess Midstream in Q4 2023 and has held it in 11 quarters since.
  • 285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.