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Allworth Financial’s DT Midstream DTM Stock Holding History

Allworth Financial’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
Q2 		$514K Sell
3,503
-143
-4% -$20.2K ﹤0.01% 972
2026
Q1 		$491K Buy
3,646
+297
+9% +$38.7K ﹤0.01% 960
2025
Q4 		$401K Buy
3,349
+1,746
+109% +$201K ﹤0.01% 1024
2025
Q3 		$181K Buy
1,603
+193
+14% +$20.2K ﹤0.01% 1352
2025
Q2 		$155K Buy
1,410
+834
+145% +$84.5K ﹤0.01% 1295
2025
Q1 		$57K Buy
576
+17
+3% +$1.7K ﹤0.01% 1492
2024
Q4 		$62.2K Buy
559
+57
+11% +$5.43K ﹤0.01% 1469
2024
Q3 		$39.5K Buy
502
+7
+1% +$522 ﹤0.01% 1518
2024
Q2 		$36.6K Buy
495
+257
+108% +$16.9K ﹤0.01% 1528
2024
Q1 		$14.5K Sell
238
-15
-6% -$835 ﹤0.01% 1943
2023
Q4 		$13.9K Buy
253
+10
+4% +$551 ﹤0.01% 1852
2023
Q3 		$12.9K Sell
243
-8
-3% -$417 ﹤0.01% 1749
2023
Q2 		$12.4K Buy
251
+6
+2% +$287 ﹤0.01% 1790
2023
Q1 		$12.1K Sell
245
-1
-0.4% -$52 ﹤0.01% 1728
2022
Q4 		$13.6K Buy
246
+2
+0.8% +$114 ﹤0.01% 1576
2022
Q3 		$13K Buy
244
+14
+6% +$756 ﹤0.01% 1473
2022
Q2 		$11K Hold
230
– – ﹤0.01% 1523
2022
Q1 		$12K Hold
230
– – ﹤0.01% 1428
2021
Q4 		$11K Hold
230
– – ﹤0.01% 1347
2021
Q3 		$11K Buy
+230
New +$10.1K ﹤0.01% 1269

Other funds holding DTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allworth Financial's DTM Position: Q2 2026 in Review

Allworth Financial reduced its DT Midstream (DTM) stake by 3.9% in Q2 2026, selling an estimated $20.2K and leaving 3,503 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Allworth Financial first reported a position in DTM in Q3 2021 and has held it in 20 quarters since. 707 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Allworth Financial held 3,503 shares of DT Midstream worth $514K as of Q2 2026.
  • Allworth Financial sold 143 DT Midstream shares in Q2 2026, an estimated $20.2K.
  • DT Midstream made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #972 holding.
  • Allworth Financial first reported a position in DT Midstream in Q3 2021 and has held it in 20 quarters since.
  • 707 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.