Root Financial Partners
AM icon

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
Q3 		$39K Buy
+1,934
New +$42.6K ﹤0.01% 1211
2026
Q2 		– Sell
-2,014
Closed -$45.9K – 524
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 $6.79T AUM 37.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Root Financial Partners's AM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Antero Midstream (AM) in Q3 2026: 1,934 shares worth $39K. The stake represents ﹤0.01% of the portfolio and ranks #1211 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AM as recently as Q1 2026.

Root Financial Partners first reported a position in AM in Q3 2025 and has held it in 4 quarters since. The position peaked at $45.9K in Q1 2026. 413 funds tracked by Wall St. Rank hold AM as of Q3 2026.

  • Root Financial Partners held 1,934 shares of Antero Midstream worth $39K as of Q3 2026.
  • Antero Midstream was a new Root Financial Partners position in Q3 2026.
  • Antero Midstream made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1211 holding.
  • Root Financial Partners first reported a position in Antero Midstream in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Antero Midstream position peaked at $45.9K in Q1 2026.
  • 413 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.