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Park Square Financial Group’s DT Midstream DTM Stock Holding History

Park Square 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
2025
Q3 		– Sell
-30
Closed -$3.3K – 444
2025
Q2 		$3.3K Buy
+30
New +$3.04K ﹤0.01% 802
2025
Q1 		– Sell
-19
Closed -$1.89K – 990
2024
Q4 		$1.89K Buy
+19
New +$1.81K ﹤0.01% 851

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
5NCM
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Park Square Financial Group's DTM Position: Q3 2025 in Review

Park Square Financial Group sold out of DT Midstream (DTM) in Q3 2025, closing a stake of 30 shares — an estimated $3.3K sold.

Park Square Financial Group first reported a position in DTM in Q4 2024 and held it in 2 quarters. The position peaked at $3.3K in Q2 2025. 605 funds tracked by Wall St. Rank hold DTM as of Q3 2025.

  • Park Square Financial Group reported no remaining DT Midstream position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 30 DT Midstream shares in Q3 2025, an estimated $3.3K.
  • Park Square Financial Group first reported a position in DT Midstream in Q4 2024 and held it in 2 quarters.
  • Park Square Financial Group's DT Midstream position peaked at $3.3K in Q2 2025.
  • 605 funds tracked by Wall St. Rank held DT Midstream as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.