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Sunrise Financial Services’s Antero Midstream AM Stock Holding History

Sunrise 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 		$15.9K Hold
700
– – 0.01% 196
2026
Q1 		$16K Hold
700
– – 0.01% 192
2025
Q4 		$12.5K Buy
+700
New +$12.6K 0.01% 190

Other funds holding AM

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Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

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

Sunrise Financial Services held its Antero Midstream (AM) position steady in Q2 2026 at 700 shares worth $15.9K. The position accounts for 0.01% of the portfolio, ranked #196.

Sunrise Financial Services first reported a position in AM in Q4 2025 and has held it in 3 quarters since. The position peaked at $16K in Q1 2026. 531 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Sunrise Financial Services held 700 shares of Antero Midstream worth $15.9K as of Q2 2026.
  • Sunrise Financial Services left its Antero Midstream share count unchanged in Q2 2026.
  • Antero Midstream made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #196 holding.
  • Sunrise Financial Services first reported a position in Antero Midstream in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Antero Midstream position peaked at $16K in Q1 2026.
  • 531 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.