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Atomi Financial Group’s Antero Midstream AM Stock Holding History

Atomi Financial Group’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 		– Sell
-40,551
Closed -$721K – 1213
2025
Q4 		$721K Buy
40,551
+857
+2% +$15.4K 0.02% 535
2025
Q3 		$772K Buy
39,694
+2,342
+6% +$42.3K 0.02% 476
2025
Q2 		$708K Sell
37,352
-1,251
-3% -$22.4K 0.03% 454
2025
Q1 		$695K Buy
38,603
+4,816
+14% +$79.7K 0.03% 405
2024
Q4 		$510K Buy
33,787
+2,465
+8% +$37.5K 0.03% 472
2024
Q3 		$471K Buy
+31,322
New +$456K 0.03% 472

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

Atomi Financial Group's AM Position: Q1 2026 in Review

Atomi Financial Group sold out of Antero Midstream (AM) in Q1 2026, closing a stake of 40,551 shares — an estimated $721K sold.

Atomi Financial Group first reported a position in AM in Q3 2024 and held it in 6 quarters. The position peaked at $772K in Q3 2025. 510 funds tracked by Wall St. Rank hold AM as of Q1 2026.

  • Atomi Financial Group reported no remaining Antero Midstream position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 40,551 Antero Midstream shares in Q1 2026, an estimated $721K.
  • Atomi Financial Group first reported a position in Antero Midstream in Q3 2024 and held it in 6 quarters.
  • Atomi Financial Group's Antero Midstream position peaked at $772K in Q3 2025.
  • 510 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.