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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
Q2 		$379K Buy
16,672
+10
+0.1% +$217 ﹤0.01% 1126
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 $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Allworth Financial's AM Position: Q2 2026 in Review

Allworth Financial increased its Antero Midstream (AM) stake by 0.06% in Q2 2026, buying an estimated $217 and bringing the position to 16,672 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Allworth Financial first reported a position in AM in Q3 2021 and has held it in 20 quarters since. The position peaked at $380K in Q1 2026. 534 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Allworth Financial held 16,672 shares of Antero Midstream worth $379K as of Q2 2026.
  • Allworth Financial bought 10 Antero Midstream shares in Q2 2026, an estimated $217.
  • Antero Midstream made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1126 holding.
  • Allworth Financial first reported a position in Antero Midstream in Q3 2021 and has held it in 20 quarters since.
  • Allworth Financial's Antero Midstream position peaked at $380K in Q1 2026.
  • 534 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.