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Sowell Financial Services’s Antero Midstream AM Stock Holding History

Sowell Financial Services’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 		$253K Buy
11,140
+142
+1% +$3.08K 0.01% 952
2026
Q1 		$251K Buy
+10,998
New +$227K 0.01% 910

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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

Sowell Financial Services's AM Position: Q2 2026 in Review

Sowell Financial Services increased its Antero Midstream (AM) stake by 1.3% in Q2 2026, buying an estimated $3.08K and bringing the position to 11,140 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #952.

Sowell Financial Services first reported a position in AM in Q1 2026 and has held it in 2 quarters since. 531 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Sowell Financial Services held 11,140 shares of Antero Midstream worth $253K as of Q2 2026.
  • Sowell Financial Services bought 142 Antero Midstream shares in Q2 2026, an estimated $3.08K.
  • Antero Midstream made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #952 holding.
  • Sowell Financial Services first reported a position in Antero Midstream in Q1 2026 and has held it in 2 quarters since.
  • 531 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.