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Root Financial Partners’s Antero Midstream AM Stock Holding History

Root Financial Partners’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 		$45.9K Buy
2,014
+537
+36% +$11.1K ﹤0.01% 907
2025
Q4 		$26.3K Buy
1,477
+172
+13% +$3.1K ﹤0.01% 1034
2025
Q3 		$25.4K Buy
+1,305
New +$23.6K ﹤0.01% 994

Other funds holding AM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Root Financial Partners's AM Position: Q1 2026 in Review

Root Financial Partners increased its Antero Midstream (AM) stake by 36% in Q1 2026, buying an estimated $11.1K and bringing the position to 2,014 shares worth $45.9K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Root Financial Partners first reported a position in AM in Q3 2025 and has held it in 3 quarters since. 510 funds tracked by Wall St. Rank hold AM as of Q1 2026.

  • Root Financial Partners held 2,014 shares of Antero Midstream worth $45.9K as of Q1 2026.
  • Root Financial Partners bought 537 Antero Midstream shares in Q1 2026, an estimated $11.1K.
  • Antero Midstream made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #907 holding.
  • Root Financial Partners first reported a position in Antero Midstream in Q3 2025 and has held it in 3 quarters since.
  • 510 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.