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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
Q2 		– Sell
-124
Closed -$16.7K – 621
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

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

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

Richardson Financial Services sold out of DT Midstream (DTM) in Q2 2026, closing a stake of 124 shares — an estimated $16.7K sold.

Richardson Financial Services first reported a position in DTM in Q4 2023 and held it in 10 quarters. The position peaked at $29.2K in Q4 2025. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Richardson Financial Services reported no remaining DT Midstream position as of Q2 2026 after selling out during the quarter.
  • Richardson Financial Services sold 124 DT Midstream shares in Q2 2026, an estimated $16.7K.
  • Richardson Financial Services first reported a position in DT Midstream in Q4 2023 and held it in 10 quarters.
  • Richardson Financial Services's DT Midstream position peaked at $29.2K in Q4 2025.
  • 711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.