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Forum Financial Management’s Antero Resources AR Stock Holding History

Forum Financial Management’s Portfolio AR Stock Details AR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13,309
Closed -$459K – 380
2025
Q4 		$459K Hold
13,309
– – 0.01% 522
2025
Q3 		$447K Buy
13,309
+3,710
+39% +$124K 0.01% 513
2025
Q2 		$387K Buy
9,599
+153
+2% +$5.79K 0.01% 523
2025
Q1 		$382K Hold
9,446
– – 0.01% 472
2024
Q4 		$331K Buy
9,446
+44
+0.5% +$1.33K 0.01% 556
2024
Q3 		$269K Buy
9,402
+2
+0% +$57 ﹤0.01% 569
2024
Q2 		$307K Sell
9,400
-25
-0.3% -$818 0.01% 467
2024
Q1 		$273K Hold
9,425
– – ﹤0.01% 536
2023
Q4 		$214K Sell
9,425
-5
-0.1% -$127 ﹤0.01% 616
2023
Q3 		$239K Hold
9,430
– – 0.01% 510
2023
Q2 		$217K Buy
9,430
+10
+0.1% +$222 ﹤0.01% 582
2023
Q1 		$218K Sell
9,420
-300
-3% -$7.9K 0.01% 527
2022
Q4 		$301K Hold
9,720
– – 0.01% 396
2022
Q3 		$297K Buy
9,720
+5
+0.1% +$185 0.01% 349
2022
Q2 		$298K Buy
9,715
+300
+3% +$11K 0.02% 360
2022
Q1 		$287K Buy
+9,415
New +$211K 0.01% 412

Other funds holding AR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Forum Financial Management's AR Position: Q1 2026 in Review

Forum Financial Management sold out of Antero Resources (AR) in Q1 2026, closing a stake of 13,309 shares — an estimated $459K sold.

Forum Financial Management first reported a position in AR in Q1 2022 and held it in 16 quarters. The position peaked at $459K in Q4 2025. 638 funds tracked by Wall St. Rank hold AR as of Q1 2026.

  • Forum Financial Management reported no remaining Antero Resources position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 13,309 Antero Resources shares in Q1 2026, an estimated $459K.
  • Forum Financial Management first reported a position in Antero Resources in Q1 2022 and held it in 16 quarters.
  • Forum Financial Management's Antero Resources position peaked at $459K in Q4 2025.
  • 638 funds tracked by Wall St. Rank held Antero Resources as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.