TFC Financial Management’s DT Midstream DTM Stock Holding History

TFC Financial Management’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	$734	Hold	5	–	–	﹤0.01%	689
2026 Q1	$674	Hold	5	–	–	﹤0.01%	665
2025 Q4	$599	Hold	5	–	–	﹤0.01%	673
2025 Q3	$566	Hold	5	–	–	﹤0.01%	697
2025 Q2	$550	Hold	5	–	–	﹤0.01%	660
2025 Q1	$483	Hold	5	–	–	﹤0.01%	645
2024 Q4	$498	Hold	5	–	–	﹤0.01%	657
2024 Q3	$394	Buy	5 +1	+25%	+$75	﹤0.01%	697
2024 Q2	$285	Hold	4	–	–	﹤0.01%	703
2024 Q1	$245	Hold	4	–	–	﹤0.01%	712
2023 Q4	$220	Hold	4	–	–	﹤0.01%	647
2023 Q3	$212	Sell	4 -10	-71%	-$522	﹤0.01%	666
2023 Q2	$694	Buy	14 +10	+250%	+$478	﹤0.01%	548
2023 Q1	$198	Hold	4	–	–	﹤0.01%	663
2022 Q4	$221	Hold	4	–	–	﹤0.01%	524
2022 Q3	$0	Hold	4	–	–	﹤0.01%	543
2022 Q2	$0	Hold	4	–	–	﹤0.01%	540
2022 Q1	$0	Hold	4	–	–	﹤0.01%	542
2021 Q4	$0	Hold	4	–	–	﹤0.01%	587
2021 Q3	$0	Buy	+4	New	+$175	﹤0.01%	578

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

TFC Financial Management's DTM Position: Q2 2026 in Review

TFC Financial Management held its DT Midstream (DTM) position steady in Q2 2026 at 5 shares worth $734. The position accounts for ﹤0.01% of the portfolio, ranked #689.

TFC Financial Management first reported a position in DTM in Q3 2021 and has held it in 20 quarters since. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

TFC Financial Management held 5 shares of DT Midstream worth $734 as of Q2 2026.
TFC Financial Management left its DT Midstream share count unchanged in Q2 2026.
DT Midstream made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #689 holding.
TFC Financial Management first reported a position in DT Midstream in Q3 2021 and has held it in 20 quarters since.
711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.