Summit Securities Group’s Antero Midstream AM Stock Holding History

Summit Securities 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
2026 Q2	$97.7K	Buy	+4,293	New	+$93.2K	0.01%	404
2025 Q4	–	Sell	-4,632	Closed	-$90K	–	1001
2025 Q3	$90K	Sell	4,632 -509	-10%	-$9.2K	0.02%	413
2025 Q2	$97.4K	Buy	+5,141	New	+$91.9K	0.02%	369
2023 Q1	–	Sell	-20,800	Closed	-$224K	–	791
2022 Q4	$224K	Sell	20,800 -2,500	-11%	-$26.5K	0.01%	459
2022 Q3	$214K	Sell	23,300 -2,500	-10%	-$24.6K	0.02%	409
2022 Q2	$233K	Sell	25,800 -2,000	-7%	-$20.8K	0.03%	277
2022 Q1	$302K	Sell	27,800 -17,800	-39%	-$181K	0.03%	304
2021 Q4	$441K	Buy	45,600 +18,500	+68%	+$192K	0.02%	404
2021 Q3	$282K	Buy	27,100 +11,000	+68%	+$108K	0.02%	538
2021 Q2	$167K	Buy	+16,100	New	+$154K	0.01%	663

Other funds holding AM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Summit Securities Group's AM Position: Q2 2026 in Review

Summit Securities Group opened a new position in Antero Midstream (AM) in Q2 2026: 4,293 shares worth $97.7K. The stake represents 0.01% of the portfolio and ranks #404 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in AM as recently as Q3 2025.

Summit Securities Group first reported a position in AM in Q2 2021 and has held it in 10 quarters since. The position peaked at $441K in Q4 2021. 533 funds tracked by Wall St. Rank hold AM as of Q2 2026.

Summit Securities Group held 4,293 shares of Antero Midstream worth $97.7K as of Q2 2026.
Antero Midstream was a new Summit Securities Group position in Q2 2026.
Antero Midstream made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #404 holding.
Summit Securities Group first reported a position in Antero Midstream in Q2 2021 and has held it in 10 quarters since.
Summit Securities Group's Antero Midstream position peaked at $441K in Q4 2021.
533 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.