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
2019 Q4	–	Sell	-105	Closed	-$78K	–	426
2019 Q3	$78K	Buy	+105	New	+$907	0.01%	323

Other funds holding AM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Securities Group's AM Position: Q4 2025 in Review

Summit Securities Group sold out of Antero Midstream (AM) in Q4 2025, closing a stake of 4,632 shares — an estimated $90K sold.

Summit Securities Group first reported a position in AM in Q2 2021 and held it in 9 quarters. The position peaked at $441K in Q4 2021. 488 funds tracked by Wall St. Rank hold AM as of Q4 2025.

Summit Securities Group reported no remaining Antero Midstream position as of Q4 2025 after selling out during the quarter.
Summit Securities Group sold 4,632 Antero Midstream shares in Q4 2025, an estimated $90K.
Summit Securities Group first reported a position in Antero Midstream in Q2 2021 and held it in 9 quarters.
Summit Securities Group's Antero Midstream position peaked at $441K in Q4 2021.
488 funds tracked by Wall St. Rank held Antero Midstream as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.