MFG
AM icon

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

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
GFWA
Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 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. 58 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.
  • 58 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.