Convergence Financial’s Antero Midstream AM Stock Holding History

Convergence 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 Q3	$256K	Sell	12,711 -7,703	-38%	-$170K	0.04%	232
2026 Q2	$464K	Buy	20,414 +10,105	+98%	+$219K	0.04%	179
2026 Q1	$235K	Sell	10,309 -239	-2%	-$4.94K	0.02%	200
2025 Q4	$188K	Sell	10,548 -80	-0.8%	-$1.44K	0.03%	189
2025 Q3	$207K	Buy	+10,628	New	+$192K	0.03%	183

Other funds holding AM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Convergence Financial's AM Position: Q3 2026 in Review

Convergence Financial reduced its Antero Midstream (AM) stake by 38% in Q3 2026, selling an estimated $170K and leaving 12,711 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #232.

Convergence Financial first reported a position in AM in Q3 2025 and has held it in 5 quarters since. The position peaked at $464K in Q2 2026. 290 funds tracked by Wall St. Rank hold AM as of Q3 2026.

Convergence Financial held 12,711 shares of Antero Midstream worth $256K as of Q3 2026.
Convergence Financial sold 7,703 Antero Midstream shares in Q3 2026, an estimated $170K.
Antero Midstream made up 0.04% of Convergence Financial's portfolio in Q3 2026, its #232 holding.
Convergence Financial first reported a position in Antero Midstream in Q3 2025 and has held it in 5 quarters since.
Convergence Financial's Antero Midstream position peaked at $464K in Q2 2026.
290 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.