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SBI Okasan Asset Management’s Antero Midstream AM Stock Holding History

SBI Okasan Asset Management’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 		$203K Sell
8,900
-2,700
-23% -$58.6K 0.01% 261
2026
Q1 		$268K Hold
11,600
– – 0.01% 231
2025
Q4 		$206K Buy
+11,600
New +$209K 0.01% 247

Other funds holding AM

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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

SBI Okasan Asset Management's AM Position: Q2 2026 in Review

SBI Okasan Asset Management reduced its Antero Midstream (AM) stake by 23% in Q2 2026, selling an estimated $58.6K and leaving 8,900 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #261.

SBI Okasan Asset Management first reported a position in AM in Q4 2025 and has held it in 3 quarters since. The position peaked at $268K in Q1 2026. 531 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • SBI Okasan Asset Management held 8,900 shares of Antero Midstream worth $203K as of Q2 2026.
  • SBI Okasan Asset Management sold 2,700 Antero Midstream shares in Q2 2026, an estimated $58.6K.
  • Antero Midstream made up 0.01% of SBI Okasan Asset Management's portfolio in Q2 2026, its #261 holding.
  • SBI Okasan Asset Management first reported a position in Antero Midstream in Q4 2025 and has held it in 3 quarters since.
  • SBI Okasan Asset Management's Antero Midstream position peaked at $268K in Q1 2026.
  • 531 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.