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Pinnacle Wealth Planning Services’s DT Midstream DTM Stock Holding History

Pinnacle Wealth Planning 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 		$3.52K Buy
24
+3
+14% +$424 ﹤0.01% 2364
2026
Q1 		$2.83K Buy
21
+1
+5% +$130 ﹤0.01% 2379
2025
Q4 		$2.39K Buy
+20
New +$2.3K ﹤0.01% 2446

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

Pinnacle Wealth Planning Services's DTM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its DT Midstream (DTM) stake by 14% in Q2 2026, buying an estimated $424 and bringing the position to 24 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2364.

Pinnacle Wealth Planning Services first reported a position in DTM in Q4 2025 and has held it in 3 quarters since. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 24 shares of DT Midstream worth $3.52K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 3 DT Midstream shares in Q2 2026, an estimated $424.
  • DT Midstream made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2364 holding.
  • Pinnacle Wealth Planning Services first reported a position in DT Midstream in Q4 2025 and has held it in 3 quarters since.
  • 711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.