Sovereign Financial Group’s DT Midstream DTM Stock Holding History

Sovereign 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
2026 Q2	$226K	Hold	1,541	–	–	0.03%	341
2026 Q1	$208K	Buy	+1,541	New	+$201K	0.04%	338

Other funds holding DTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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 New York $32.9B AUM 23.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sovereign Financial Group's DTM Position: Q2 2026 in Review

Sovereign Financial Group held its DT Midstream (DTM) position steady in Q2 2026 at 1,541 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #341.

Sovereign Financial Group first reported a position in DTM in Q1 2026 and has held it in 2 quarters since. 707 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

Sovereign Financial Group held 1,541 shares of DT Midstream worth $226K as of Q2 2026.
Sovereign Financial Group left its DT Midstream share count unchanged in Q2 2026.
DT Midstream made up 0.03% of Sovereign Financial Group's portfolio in Q2 2026, its #341 holding.
Sovereign Financial Group first reported a position in DT Midstream in Q1 2026 and has held it in 2 quarters since.
707 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.