Principal Financial Group
AM icon

Principal Financial Group’s Antero Midstream AM Stock Holding History

Principal 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 		$18M Buy
790,794
+10,946
+1% +$238K 0.01% 1061
2026
Q1 		$17.8M Buy
779,848
+14,336
+2% +$296K 0.01% 990
2025
Q4 		$13.6M Sell
765,512
-22,748
-3% -$410K 0.01% 1114
2025
Q3 		$15.3M Sell
788,260
-13,279
-2% -$240K 0.01% 1016
2025
Q2 		$15.2M Buy
801,539
+27,606
+4% +$493K 0.01% 1016
2025
Q1 		$13.9M Sell
773,933
-3,196
-0.4% -$52.9K 0.01% 1068
2024
Q4 		$11.7M Sell
777,129
-5,658
-0.7% -$86.1K 0.01% 1208
2024
Q3 		$11.8M Sell
782,787
-356,428
-31% -$5.19M 0.01% 1168
2024
Q2 		$16.8M Sell
1,139,215
-145,335
-11% -$2.09M 0.01% 969
2024
Q1 		$18.1M Buy
1,284,550
+29,541
+2% +$378K 0.01% 979
2023
Q4 		$15.7M Sell
1,255,009
-7,249
-0.6% -$91.4K 0.01% 1044
2023
Q3 		$15.1M Sell
1,262,258
-3,835
-0.3% -$45.4K 0.01% 976
2023
Q2 		$14.7M Sell
1,266,093
-59,354
-4% -$631K 0.01% 1041
2023
Q1 		$13.9M Buy
1,325,447
+12,020
+0.9% +$128K 0.01% 1086
2022
Q4 		$14.2M Sell
1,313,427
-91,736
-7% -$973K 0.01% 1041
2022
Q3 		$12.9M Sell
1,405,163
-149,758
-10% -$1.48M 0.01% 1037
2022
Q2 		$14.1M Buy
1,554,921
+44,531
+3% +$463K 0.01% 1072
2022
Q1 		$16.4M Sell
1,510,390
-190,462
-11% -$1.93M 0.01% 1055
2021
Q4 		$16.5M Buy
+1,700,852
New +$17.6M 0.01% 1085
2019
Q4 		– Sell
-1,121,051
Closed -$8.3M – 2232
2019
Q3 		$8.3M Buy
1,121,051
+1,099,177
+5,025% +$9.49M 0.01% 1309
2019
Q2 		$251K Buy
+21,874
New +$280K ﹤0.01% 2101

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

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

Principal Financial Group increased its Antero Midstream (AM) stake by 1.4% in Q2 2026, buying an estimated $238K and bringing the position to 790,794 shares worth $18M. The position accounts for 0.01% of the portfolio, ranked #1061.

Principal Financial Group first reported a position in AM in Q2 2019 and has held it in 21 quarters since. The position peaked at $18.1M in Q1 2024. 533 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Principal Financial Group held 790,794 shares of Antero Midstream worth $18M as of Q2 2026.
  • Principal Financial Group bought 10,946 Antero Midstream shares in Q2 2026, an estimated $238K.
  • Antero Midstream made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1061 holding.
  • Principal Financial Group first reported a position in Antero Midstream in Q2 2019 and has held it in 21 quarters since.
  • Principal Financial Group's Antero Midstream position peaked at $18.1M in Q1 2024.
  • 533 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.