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James T. Borello RIA’s DT Midstream DTM Stock Holding History

James T. Borello RIA’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 		$12.5K Sell
105
-1
-0.9% -$134 ﹤0.01% 545
2026
Q2 		$15.6K Buy
106
+1
+1% +$141 ﹤0.01% 481
2026
Q1 		$14.1K Buy
105
+103
+5,150% +$13.4K ﹤0.01% 463
2025
Q4 		$239 Buy
+2
New +$230 ﹤0.01% 1003

Other funds holding DTM

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
City Holding Co
City Holding Co Charleston, West Virginia $898M AUM 21.62% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Turtle Creek Wealth Advisors
Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return

James T. Borello RIA's DTM Position: Q3 2026 in Review

James T. Borello RIA reduced its DT Midstream (DTM) stake by 0.94% in Q3 2026, selling an estimated $134 and leaving 105 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

James T. Borello RIA first reported a position in DTM in Q4 2025 and has held it in 4 quarters since. The position peaked at $15.6K in Q2 2026. 93 funds tracked by Wall St. Rank hold DTM as of Q3 2026.

  • James T. Borello RIA held 105 shares of DT Midstream worth $12.5K as of Q3 2026.
  • James T. Borello RIA sold 1 DT Midstream share in Q3 2026, an estimated $134.
  • DT Midstream made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #545 holding.
  • James T. Borello RIA first reported a position in DT Midstream in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's DT Midstream position peaked at $15.6K in Q2 2026.
  • 93 funds tracked by Wall St. Rank held DT Midstream as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.