SIMG
AM icon

Sonora Investment Management Group’s Antero Midstream AM Stock Holding History

Sonora Investment Management 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
2025
Q3 		$194K Hold
10,000
– – 0.01% 273
2025
Q2 		$190K Hold
10,000
– – 0.01% 279
2025
Q1 		$180K Hold
10,000
– – 0.01% 277
2024
Q4 		$151K Hold
10,000
– – 0.01% 276
2024
Q3 		$151K Hold
10,000
– – 0.01% 273
2024
Q2 		$141K Hold
10,000
– – 0.01% 268
2024
Q1 		$141K Hold
10,000
– – 0.01% 269
2023
Q4 		$125K Buy
+10,000
New +$126K 0.01% 261

Other funds holding AM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sonora Investment Management Group's AM Position: Q3 2025 in Review

Sonora Investment Management Group held its Antero Midstream (AM) position steady in Q3 2025 at 10,000 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #273.

Sonora Investment Management Group first reported a position in AM in Q4 2023 and has held it in 8 quarters since. 464 funds tracked by Wall St. Rank hold AM as of Q3 2025.

  • Sonora Investment Management Group held 10,000 shares of Antero Midstream worth $194K as of Q3 2025.
  • Sonora Investment Management Group left its Antero Midstream share count unchanged in Q3 2025.
  • Antero Midstream made up 0.01% of Sonora Investment Management Group's portfolio in Q3 2025, its #273 holding.
  • Sonora Investment Management Group first reported a position in Antero Midstream in Q4 2023 and has held it in 8 quarters since.
  • 464 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.