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Summit Trail Advisors’s DT Midstream DTM Stock Holding History

Summit Trail Advisors’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 		$1.26M Buy
9,333
+3,957
+74% +$516K 0.02% 825
2025
Q4 		$647K Sell
5,376
-1,539
-22% -$177K 0.01% 1005
2025
Q3 		$784K Buy
+6,915
New +$723K 0.01% 945

Other funds holding DTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 $25.6B 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

Summit Trail Advisors's DTM Position: Q1 2026 in Review

Summit Trail Advisors increased its DT Midstream (DTM) stake by 74% in Q1 2026, buying an estimated $516K and bringing the position to 9,333 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #825.

Summit Trail Advisors first reported a position in DTM in Q3 2025 and has held it in 3 quarters since. 679 funds tracked by Wall St. Rank hold DTM as of Q1 2026.

  • Summit Trail Advisors held 9,333 shares of DT Midstream worth $1.26M as of Q1 2026.
  • Summit Trail Advisors bought 3,957 DT Midstream shares in Q1 2026, an estimated $516K.
  • DT Midstream made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #825 holding.
  • Summit Trail Advisors first reported a position in DT Midstream in Q3 2025 and has held it in 3 quarters since.
  • 679 funds tracked by Wall St. Rank held DT Midstream as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.