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Summit Financial’s Hess Midstream HESM Stock Holding History

Summit 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 		$424K Buy
11,271
+2,496
+28% +$95.9K ﹤0.01% 1169
2026
Q1 		$341K Buy
+8,775
New +$325K ﹤0.01% 1134

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

Summit Financial's HESM Position: Q2 2026 in Review

Summit Financial increased its Hess Midstream (HESM) stake by 28% in Q2 2026, buying an estimated $95.9K and bringing the position to 11,271 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

Summit Financial first reported a position in HESM in Q1 2026 and has held it in 2 quarters since. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

  • Summit Financial held 11,271 shares of Hess Midstream worth $424K as of Q2 2026.
  • Summit Financial bought 2,496 Hess Midstream shares in Q2 2026, an estimated $95.9K.
  • Hess Midstream made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1169 holding.
  • Summit Financial first reported a position in Hess Midstream in Q1 2026 and has held it in 2 quarters since.
  • 285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

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