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Sunrise Financial Services’s DT Midstream DTM Stock Holding History

Sunrise 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 		$1.03K Hold
7
– – ﹤0.01% 487
2026
Q1 		$943 Hold
7
– – ﹤0.01% 504
2025
Q4 		$838 Buy
+7
New +$804 ﹤0.01% 479

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Geode Capital Management
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State Street
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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

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

Sunrise Financial Services held its DT Midstream (DTM) position steady in Q2 2026 at 7 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Sunrise Financial Services first reported a position in DTM in Q4 2025 and has held it in 3 quarters since. 709 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Sunrise Financial Services held 7 shares of DT Midstream worth $1.03K as of Q2 2026.
  • Sunrise Financial Services left its DT Midstream share count unchanged in Q2 2026.
  • DT Midstream made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #487 holding.
  • Sunrise Financial Services first reported a position in DT Midstream in Q4 2025 and has held it in 3 quarters since.
  • 709 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.