Tompkins Financial’s Hess Midstream HESM Stock Holding History

Tompkins 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
2025 Q4	–	Sell	-2,000	Closed	-$69.1K	–	649
2025 Q3	$69.1K	Hold	2,000	–	–	0.01%	291
2025 Q2	$77K	Hold	2,000	–	–	0.01%	273
2025 Q1	$84.6K	Hold	2,000	–	–	0.01%	275
2024 Q4	$74.1K	Hold	2,000	–	–	0.01%	285
2024 Q3	$70.5K	Buy	+2,000	New	+$73.4K	0.01%	306

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Tompkins Financial's HESM Position: Q4 2025 in Review

Tompkins Financial sold out of Hess Midstream (HESM) in Q4 2025, closing a stake of 2,000 shares — an estimated $69.1K sold.

Tompkins Financial first reported a position in HESM in Q3 2024 and held it in 5 quarters. The position peaked at $84.6K in Q1 2025. 268 funds tracked by Wall St. Rank hold HESM as of Q4 2025.

Tompkins Financial reported no remaining Hess Midstream position as of Q4 2025 after selling out during the quarter.
Tompkins Financial sold 2,000 Hess Midstream shares in Q4 2025, an estimated $69.1K.
Tompkins Financial first reported a position in Hess Midstream in Q3 2024 and held it in 5 quarters.
Tompkins Financial's Hess Midstream position peaked at $84.6K in Q1 2025.
268 funds tracked by Wall St. Rank held Hess Midstream as of Q4 2025.

Based on Tompkins Financial's 13F filing for Q4 2025, filed 8 Jan 2026.