MFG
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Merit Financial Group’s Antero Midstream AM Stock Holding History

Merit 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
Q2 		$419K Buy
18,399
+8,445
+85% +$183K ﹤0.01% 1605
2026
Q1 		$227K Buy
+9,954
New +$206K ﹤0.01% 1838

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

Merit Financial Group's AM Position: Q2 2026 in Review

Merit Financial Group increased its Antero Midstream (AM) stake by 85% in Q2 2026, buying an estimated $183K and bringing the position to 18,399 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

Merit Financial Group first reported a position in AM in Q1 2026 and has held it in 2 quarters since. 533 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Merit Financial Group held 18,399 shares of Antero Midstream worth $419K as of Q2 2026.
  • Merit Financial Group bought 8,445 Antero Midstream shares in Q2 2026, an estimated $183K.
  • Antero Midstream made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1605 holding.
  • Merit Financial Group first reported a position in Antero Midstream in Q1 2026 and has held it in 2 quarters since.
  • 533 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.