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Mirabella Financial Services’s Antero Midstream AM Stock Holding History

Mirabella Financial Services’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 		– Sell
-15,336
Closed -$273K – 900
2025
Q4 		$273K Buy
+15,336
New +$276K 0.03% 492
2024
Q3 		– Sell
-61,860
Closed -$912K – 168
2024
Q2 		$912K Buy
61,860
+42,879
+226% +$615K 0.07% 168
2024
Q1 		$267K Buy
18,981
+4,063
+27% +$52K 0.02% 407
2023
Q4 		$187K Buy
+14,918
New +$188K 0.02% 377

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State Street
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TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Mirabella Financial Services's AM Position: Q1 2026 in Review

Mirabella Financial Services sold out of Antero Midstream (AM) in Q1 2026, closing a stake of 15,336 shares — an estimated $273K sold.

Mirabella Financial Services first reported a position in AM in Q4 2023 and held it in 4 quarters. The position peaked at $912K in Q2 2024. 514 funds tracked by Wall St. Rank hold AM as of Q1 2026.

  • Mirabella Financial Services reported no remaining Antero Midstream position as of Q1 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 15,336 Antero Midstream shares in Q1 2026, an estimated $273K.
  • Mirabella Financial Services first reported a position in Antero Midstream in Q4 2023 and held it in 4 quarters.
  • Mirabella Financial Services's Antero Midstream position peaked at $912K in Q2 2024.
  • 514 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.