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Allworth Financial’s Antero Midstream AM Stock Holding History

Allworth Financial’s Portfolio AM Stock Details AM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$380K Buy
16,662
+7,323
+78% +$151K ﹤0.01% 1074
2025
Q4 		$166K Sell
9,339
-78
-0.8% -$1.41K ﹤0.01% 1435
2025
Q3 		$183K Sell
9,417
-181
-2% -$3.27K ﹤0.01% 1346
2025
Q2 		$182K Buy
9,598
+4,539
+90% +$81.1K ﹤0.01% 1225
2025
Q1 		$85.9K Sell
5,059
-1,246
-20% -$20.6K ﹤0.01% 1305
2024
Q4 		$104K Buy
6,305
+951
+18% +$14.5K ﹤0.01% 1246
2024
Q3 		$80.6K Sell
5,354
-353
-6% -$5.14K ﹤0.01% 1184
2024
Q2 		$84.9K Hold
5,707
– – ﹤0.01% 1134
2024
Q1 		$80.2K Sell
5,707
-119
-2% -$1.52K ﹤0.01% 1098
2023
Q4 		$73K Buy
5,826
+134
+2% +$1.69K ﹤0.01% 1050
2023
Q3 		$68.2K Buy
5,692
+89
+2% +$1.05K ﹤0.01% 1012
2023
Q2 		$65K Sell
5,603
-56
-1% -$595 ﹤0.01% 1044
2023
Q1 		$59.4K Buy
5,659
+246
+5% +$2.62K ﹤0.01% 1016
2022
Q4 		$58.4K Buy
5,413
+603
+13% +$6.4K ﹤0.01% 959
2022
Q3 		$44K Hold
4,810
– – ﹤0.01% 997
2022
Q2 		$44K Hold
4,810
– – ﹤0.01% 954
2022
Q1 		$52K Buy
4,810
+4,750
+7,917% +$48.2K ﹤0.01% 867
2021
Q4 		$1K Hold
60
– – ﹤0.01% 1783
2021
Q3 		$1K Buy
+60
New +$588 ﹤0.01% 1726

Other funds holding AM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Allworth Financial's AM Position: Q1 2026 in Review

Allworth Financial increased its Antero Midstream (AM) stake by 78% in Q1 2026, buying an estimated $151K and bringing the position to 16,662 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Allworth Financial first reported a position in AM in Q3 2021 and has held it in 19 quarters since. 510 funds tracked by Wall St. Rank hold AM as of Q1 2026.

  • Allworth Financial held 16,662 shares of Antero Midstream worth $380K as of Q1 2026.
  • Allworth Financial bought 7,323 Antero Midstream shares in Q1 2026, an estimated $151K.
  • Antero Midstream made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1074 holding.
  • Allworth Financial first reported a position in Antero Midstream in Q3 2021 and has held it in 19 quarters since.
  • 510 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.