UMB Bank’s Antero Midstream AM Stock Holding History

UMB Bank’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 Q1	$89.8K	Buy	3,937 +419	+12%	+$8.65K	﹤0.01%	1013
2025 Q4	$62.6K	Sell	3,518 -182	-5%	-$3.28K	﹤0.01%	1157
2025 Q3	$71.9K	Buy	3,700 +165	+5%	+$2.98K	﹤0.01%	1003
2025 Q2	$67K	Buy	3,535 +66	+2%	+$1.18K	﹤0.01%	1005
2025 Q1	$62.4K	Buy	3,469 +2,188	+171%	+$36.2K	﹤0.01%	962
2024 Q4	$19.3K	Buy	1,281 +295	+30%	+$4.49K	﹤0.01%	1270
2024 Q3	$14.8K	Buy	986 +716	+265%	+$10.4K	﹤0.01%	1337
2024 Q2	$3.98K	Sell	270 -162	-38%	-$2.32K	﹤0.01%	1516
2024 Q1	$6.07K	Sell	432 -25	-5%	-$320	﹤0.01%	1359
2023 Q4	$5.73K	Hold	457	–	–	﹤0.01%	1393
2023 Q3	$5.47K	Buy	457 +193	+73%	+$2.29K	﹤0.01%	1402
2023 Q2	$3.06K	Hold	264	–	–	﹤0.01%	1474
2023 Q1	$2.77K	Hold	264	–	–	﹤0.01%	1490
2022 Q4	$3K	Hold	264	–	–	﹤0.01%	1491
2022 Q3	$2K	Sell	264 -114	-30%	-$1.12K	﹤0.01%	1579
2022 Q2	$3K	Hold	378	–	–	﹤0.01%	1653
2022 Q1	$4K	Hold	378	–	–	﹤0.01%	1684
2021 Q4	$4K	Buy	+378	New	+$3.92K	﹤0.01%	1663

Other funds holding AM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Geode Capital Management

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

Bank of New York Mellon

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

Dimensional Fund Advisors

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

Neuberger Berman Group

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