Security National Bank’s Antero Midstream AM Stock Holding History

Security National Bank’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	$414K	Buy	18,188 +1,463	+9%	+$31.8K	0.05%	119
2026 Q1	$381K	Buy	16,725 +2,516	+18%	+$52K	0.06%	113
2025 Q4	$253K	Buy	14,209 +6,709	+89%	+$121K	0.04%	132
2025 Q3	$146K	Buy	7,500 +1,798	+32%	+$32.5K	0.02%	162
2025 Q2	$108K	Buy	5,702 +138	+2%	+$2.47K	0.02%	165
2025 Q1	$100K	Hold	5,564	–	–	0.02%	162
2024 Q4	$84K	Hold	5,564	–	–	0.01%	170
2024 Q3	$83.7K	Hold	5,564	–	–	0.01%	165
2024 Q2	$82K	Sell	5,564 -2,071	-27%	-$29.7K	0.01%	160
2024 Q1	$107K	Hold	7,635	–	–	0.02%	141
2023 Q4	$95.7K	Buy	+7,635	New	+$96.3K	0.02%	148

Other funds holding AM

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

GFWA

Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Security National Bank's AM Position: Q2 2026 in Review

Security National Bank increased its Antero Midstream (AM) stake by 8.7% in Q2 2026, buying an estimated $31.8K and bringing the position to 18,188 shares worth $414K. The position accounts for 0.05% of the portfolio, ranked #119.

Security National Bank first reported a position in AM in Q4 2023 and has held it in 11 quarters since. 58 funds tracked by Wall St. Rank hold AM as of Q2 2026.

Security National Bank held 18,188 shares of Antero Midstream worth $414K as of Q2 2026.
Security National Bank bought 1,463 Antero Midstream shares in Q2 2026, an estimated $31.8K.
Antero Midstream made up 0.05% of Security National Bank's portfolio in Q2 2026, its #119 holding.
Security National Bank first reported a position in Antero Midstream in Q4 2023 and has held it in 11 quarters since.
58 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.