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Kelleher Financial Advisors’s Antero Midstream AM Stock Holding History

Kelleher Financial Advisors’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 		$12K Hold
636
– – ﹤0.01% 523
2025
Q4 		$11.3K Hold
636
– – ﹤0.01% 562
2025
Q3 		$12.4K Buy
+636
New +$11.5K ﹤0.01% 481

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

Kelleher Financial Advisors's AM Position: Q1 2026 in Review

Kelleher Financial Advisors held its Antero Midstream (AM) position steady in Q1 2026 at 636 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Kelleher Financial Advisors first reported a position in AM in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.4K in Q3 2025. 510 funds tracked by Wall St. Rank hold AM as of Q1 2026.

  • Kelleher Financial Advisors held 636 shares of Antero Midstream worth $12K as of Q1 2026.
  • Kelleher Financial Advisors left its Antero Midstream share count unchanged in Q1 2026.
  • Antero Midstream made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #523 holding.
  • Kelleher Financial Advisors first reported a position in Antero Midstream in Q3 2025 and has held it in 3 quarters since.
  • Kelleher Financial Advisors's Antero Midstream position peaked at $12.4K in Q3 2025.
  • 510 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.