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Patriot Financial Group Insurance Agency’s DT Midstream DTM Stock Holding History

Patriot Financial Group Insurance Agency’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
-1,540
Closed -$207K – 542
2026
Q1 		$207K Buy
+1,540
New +$201K 0.01% 658
2022
Q3 		– Sell
-12
Closed -$1K – 812
2022
Q2 		$1K Hold
12
– – ﹤0.01% 1883
2022
Q1 		$1K Hold
12
– – ﹤0.01% 1932
2021
Q4 		$1K Hold
12
– – ﹤0.01% 2025
2021
Q3 		$1K Buy
+12
New +$525 ﹤0.01% 2044

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State Street
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Neuberger Berman Group
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TCA
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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

Patriot Financial Group Insurance Agency's DTM Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of DT Midstream (DTM) in Q2 2026, closing a stake of 1,540 shares — an estimated $207K sold.

Patriot Financial Group Insurance Agency first reported a position in DTM in Q3 2021 and held it in 5 quarters. The position peaked at $207K in Q1 2026. 706 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining DT Midstream position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,540 DT Midstream shares in Q2 2026, an estimated $207K.
  • Patriot Financial Group Insurance Agency first reported a position in DT Midstream in Q3 2021 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's DT Midstream position peaked at $207K in Q1 2026.
  • 706 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.