Jones Financial Companies
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Jones Financial Companies’s DT Midstream DTM Stock Holding History

Jones Financial Companies’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 		$1.72M Buy
11,440
+4,200
+58% +$594K ﹤0.01% 1640
2026
Q1 		$981K Buy
7,240
+4,390
+154% +$573K ﹤0.01% 1725
2025
Q4 		$341K Buy
2,850
+305
+12% +$35K ﹤0.01% 1672
2025
Q3 		$288K Buy
2,545
+292
+13% +$30.5K ﹤0.01% 1637
2025
Q2 		$245K Buy
2,253
+302
+15% +$30.6K ﹤0.01% 1573
2025
Q1 		$189K Buy
1,951
+1,183
+154% +$118K ﹤0.01% 1512
2024
Q4 		$76.4K Buy
768
+100
+15% +$9.52K ﹤0.01% 1721
2024
Q3 		$52.2K Buy
668
+556
+496% +$41.5K ﹤0.01% 1619
2024
Q2 		$7.96K Buy
+112
New +$7.35K ﹤0.01% 1823
2023
Q1 		– Sell
-85
Closed -$5K – 627
2022
Q4 		$5K Buy
+85
New +$4.86K ﹤0.01% 537
2022
Q2 		– Sell
-38
Closed -$2K – 754
2022
Q1 		$2K Sell
38
-7
-16% -$365 ﹤0.01% 644
2021
Q4 		$2K Buy
45
+22
+96% +$1.05K ﹤0.01% 716
2021
Q3 		$1K Buy
+23
New +$1.01K ﹤0.01% 634

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 $3.38T AUM 44.17% 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

Jones Financial Companies's DTM Position: Q2 2026 in Review

Jones Financial Companies increased its DT Midstream (DTM) stake by 58% in Q2 2026, buying an estimated $594K and bringing the position to 11,440 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

Jones Financial Companies first reported a position in DTM in Q3 2021 and has held it in 13 quarters since. 713 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Jones Financial Companies held 11,440 shares of DT Midstream worth $1.72M as of Q2 2026.
  • Jones Financial Companies bought 4,200 DT Midstream shares in Q2 2026, an estimated $594K.
  • DT Midstream made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1640 holding.
  • Jones Financial Companies first reported a position in DT Midstream in Q3 2021 and has held it in 13 quarters since.
  • 713 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.