Albion Financial Group’s DT Midstream DTM Stock Holding History

Albion Financial Group’s Portfolio DTM Stock Details DTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.87K	Buy	51 +6	+13%	+$783	﹤0.01%	453
2025 Q4	$5.39K	Hold	45	–	–	﹤0.01%	455
2025 Q3	$5.09K	Hold	45	–	–	﹤0.01%	452
2025 Q2	$4.95K	Hold	45	–	–	﹤0.01%	415
2025 Q1	$4.34K	Hold	45	–	–	﹤0.01%	426
2024 Q4	$4.47K	Buy	45 +22	+96%	+$2.1K	﹤0.01%	479
2024 Q3	$1.81K	Hold	23	–	–	﹤0.01%	431
2024 Q2	$1.63K	Hold	23	–	–	﹤0.01%	439
2024 Q1	$1.41K	Hold	23	–	–	﹤0.01%	433
2023 Q4	$1.26K	Hold	23	–	–	﹤0.01%	416
2023 Q3	$1.22K	Hold	23	–	–	﹤0.01%	411
2023 Q2	$1.14K	Hold	23	–	–	﹤0.01%	409
2023 Q1	$1.14K	Hold	23	–	–	﹤0.01%	398
2022 Q4	$1.27K	Hold	23	–	–	﹤0.01%	414
2022 Q3	$1K	Hold	23	–	–	﹤0.01%	408
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	459
2022 Q1	$1K	Hold	23	–	–	﹤0.01%	519
2021 Q4	$1K	Hold	23	–	–	﹤0.01%	572
2021 Q3	$1K	Buy	+23	New	+$1.01K	﹤0.01%	482

Other funds holding DTM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return