KFP
AM icon

Kerr Financial Planning’s Antero Midstream AM Stock Holding History

Kerr Financial Planning’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 		$10.5K Buy
463
+5
+1% +$109 0.01% 365
2026
Q1 		$60.5M Buy
458
+6
+1% +$124 42.65% 1
2025
Q4 		$8.51K Buy
+452
New +$8.14K 0.01% 373

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 $3.37T AUM 44.26% 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

Kerr Financial Planning's AM Position: Q2 2026 in Review

Kerr Financial Planning increased its Antero Midstream (AM) stake by 1.1% in Q2 2026, buying an estimated $109 and bringing the position to 463 shares worth $10.5K. The position accounts for 0.01% of the portfolio, ranked #365.

Kerr Financial Planning first reported a position in AM in Q4 2025 and has held it in 3 quarters since. The position peaked at $60.5M in Q1 2026. 528 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Kerr Financial Planning held 463 shares of Antero Midstream worth $10.5K as of Q2 2026.
  • Kerr Financial Planning bought 5 Antero Midstream shares in Q2 2026, an estimated $109.
  • Antero Midstream made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #365 holding.
  • Kerr Financial Planning first reported a position in Antero Midstream in Q4 2025 and has held it in 3 quarters since.
  • Kerr Financial Planning's Antero Midstream position peaked at $60.5M in Q1 2026.
  • 528 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.