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SVB Wealth’s Antero Midstream AM Stock Holding History

SVB Wealth’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
Q2 		– Sell
-6,382
Closed -$115K – 499
2025
Q1 		$115K Sell
6,382
-12,790
-67% -$212K ﹤0.01% 386
2024
Q4 		$289K Buy
+19,172
New +$292K 0.01% 572
2024
Q3 		– Sell
-19,297
Closed -$284K – 43
2024
Q2 		$284K Sell
19,297
-1,133
-6% -$16.3K 0.01% 576
2024
Q1 		$287K Buy
+20,430
New +$261K 0.01% 648
2023
Q4 		– Sell
-21,807
Closed -$261K – 880
2023
Q3 		$261K Buy
21,807
+6,664
+44% +$78.9K 0.01% 662
2023
Q2 		$176K Buy
15,143
+477
+3% +$5.07K ﹤0.01% 836
2023
Q1 		$154K Sell
14,666
-3,108
-17% -$33.1K ﹤0.01% 908
2022
Q4 		$192K Buy
+17,774
New +$189K ﹤0.01% 919
2021
Q4 		– Sell
-73,332
Closed -$764K – 810
2021
Q3 		$764K Buy
73,332
+6,418
+10% +$62.9K 0.01% 462
2021
Q2 		$695K Buy
66,914
+11,131
+20% +$106K 0.01% 482
2021
Q1 		$504K Buy
55,783
+24,561
+79% +$212K 0.01% 519
2020
Q4 		$241K Buy
+31,222
New +$212K ﹤0.01% 692

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SVB Wealth's AM Position: Q2 2025 in Review

SVB Wealth sold out of Antero Midstream (AM) in Q2 2025, closing a stake of 6,382 shares — an estimated $115K sold.

SVB Wealth first reported a position in AM in Q4 2020 and held it in 12 quarters. The position peaked at $764K in Q3 2021. 479 funds tracked by Wall St. Rank hold AM as of Q2 2025.

  • SVB Wealth reported no remaining Antero Midstream position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 6,382 Antero Midstream shares in Q2 2025, an estimated $115K.
  • SVB Wealth first reported a position in Antero Midstream in Q4 2020 and held it in 12 quarters.
  • SVB Wealth's Antero Midstream position peaked at $764K in Q3 2021.
  • 479 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.