RFS
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Richardson Financial Services’s DT Midstream DTM Stock Holding History

Richardson 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
Q1 		$16.7K Sell
124
-120
-49% -$15.7K 0.01% 433
2025
Q4 		$29.2K Buy
244
+94
+63% +$10.8K 0.01% 359
2025
Q3 		$17K Buy
150
+70
+88% +$7.32K 0.01% 392
2025
Q2 		$8.4K Sell
80
-35
-30% -$3.54K 0.01% 435
2025
Q1 		$11.1K Buy
115
+43
+60% +$4.3K 0.01% 374
2024
Q4 		$7.21K Sell
72
-90
-56% -$8.57K 0.01% 437
2024
Q3 		$11.5K Hold
162
– – 0.01% 395
2024
Q2 		$11.5K Buy
162
+83
+105% +$5.45K 0.01% 378
2024
Q1 		$4.83K Hold
79
– – ﹤0.01% 467
2023
Q4 		$4.33K Buy
+79
New +$4.35K ﹤0.01% 365

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VPM
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VCM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return