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OneAscent Financial Services’s DT Midstream DTM Stock Holding History

OneAscent Financial Services’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 		– Sell
-1,758
Closed -$237K – 614
2026
Q1 		$237K Buy
+1,758
New +$229K 0.01% 530
2025
Q1 		– Sell
-2,014
Closed -$201K – 495
2024
Q4 		$201K Buy
+2,014
New +$192K 0.02% 454

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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

OneAscent Financial Services's DTM Position: Q2 2026 in Review

OneAscent Financial Services sold out of DT Midstream (DTM) in Q2 2026, closing a stake of 1,758 shares — an estimated $237K sold.

OneAscent Financial Services first reported a position in DTM in Q4 2024 and held it in 2 quarters. The position peaked at $237K in Q1 2026. 706 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • OneAscent Financial Services reported no remaining DT Midstream position as of Q2 2026 after selling out during the quarter.
  • OneAscent Financial Services sold 1,758 DT Midstream shares in Q2 2026, an estimated $237K.
  • OneAscent Financial Services first reported a position in DT Midstream in Q4 2024 and held it in 2 quarters.
  • OneAscent Financial Services's DT Midstream position peaked at $237K in Q1 2026.
  • 706 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

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