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Wedmont Private Capital’s DT Midstream DTM Stock Holding History

Wedmont Private Capital’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
Q3 		$318K Sell
2,568
-30
-1% -$4.03K 0.01% 759
2026
Q2 		$377K Sell
2,598
-837
-24% -$118K 0.01% 659
2026
Q1 		$462K Buy
3,435
+75
+2% +$9.78K 0.01% 521
2025
Q4 		$400K Sell
3,360
-125
-4% -$14.4K 0.01% 551
2025
Q3 		$397K Sell
3,485
-80
-2% -$8.36K 0.01% 538
2025
Q2 		$364K Buy
3,565
+247
+7% +$25K 0.02% 515
2025
Q1 		$308K Buy
3,318
+175
+6% +$17.5K 0.02% 512
2024
Q4 		$325K Sell
3,143
-212
-6% -$20.2K 0.02% 514
2024
Q3 		$281K Buy
+3,355
New +$250K 0.02% 529

Other funds holding DTM

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
SFG
Strategic Financial Group Grand Haven, Michigan $103M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Wedmont Private Capital's DTM Position: Q3 2026 in Review

Wedmont Private Capital reduced its DT Midstream (DTM) stake by 1.2% in Q3 2026, selling an estimated $4.03K and leaving 2,568 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #759.

Wedmont Private Capital first reported a position in DTM in Q3 2024 and has held it in 9 quarters since. The position peaked at $462K in Q1 2026. 29 funds tracked by Wall St. Rank hold DTM as of Q3 2026.

  • Wedmont Private Capital held 2,568 shares of DT Midstream worth $318K as of Q3 2026.
  • Wedmont Private Capital sold 30 DT Midstream shares in Q3 2026, an estimated $4.03K.
  • DT Midstream made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #759 holding.
  • Wedmont Private Capital first reported a position in DT Midstream in Q3 2024 and has held it in 9 quarters since.
  • Wedmont Private Capital's DT Midstream position peaked at $462K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held DT Midstream as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.