Valley National Advisers’s Antero Midstream AM Stock Holding History

Valley National Advisers’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	$9K	Hold	400	–	–	﹤0.01%	613
2025 Q4	$7K	Hold	400	–	–	﹤0.01%	653
2025 Q3	$7K	Hold	400	–	–	﹤0.01%	615
2025 Q2	$7K	Hold	400	–	–	﹤0.01%	618
2025 Q1	$7K	Hold	400	–	–	﹤0.01%	603
2024 Q4	$6K	Hold	400	–	–	﹤0.01%	602
2024 Q3	$6K	Hold	400	–	–	﹤0.01%	569
2024 Q2	$5K	Hold	400	–	–	﹤0.01%	739
2024 Q1	$5K	Hold	400	–	–	﹤0.01%	765
2023 Q4	$5K	Hold	400	–	–	﹤0.01%	770
2023 Q3	$5K	Hold	400	–	–	﹤0.01%	695
2023 Q2	$5K	Hold	400	–	–	﹤0.01%	674
2023 Q1	$4K	Hold	400	–	–	﹤0.01%	687
2022 Q4	$4K	Hold	400	–	–	﹤0.01%	680
2022 Q3	$4K	Sell	400 -163	-29%	-$1.61K	﹤0.01%	695
2022 Q2	$5K	Hold	563	–	–	﹤0.01%	654
2022 Q1	$6K	Hold	563	–	–	﹤0.01%	667
2021 Q4	$5K	Hold	563	–	–	﹤0.01%	677
2021 Q3	$6K	Hold	563	–	–	﹤0.01%	636
2021 Q2	$6K	Hold	563	–	–	﹤0.01%	641
2021 Q1	$5K	Hold	563	–	–	﹤0.01%	624
2020 Q4	$4K	Sell	563 -300	-35%	-$2.04K	﹤0.01%	622
2020 Q3	$5K	Hold	863	–	–	﹤0.01%	556
2020 Q2	$4K	Buy	863 +400	+86%	+$1.77K	﹤0.01%	579
2020 Q1	$1K	Hold	463	–	–	﹤0.01%	668
2019 Q4	$4K	Hold	463	–	–	﹤0.01%	619
2019 Q3	$3K	Buy	+463	New	+$4K	﹤0.01%	626
2019 Q2	–	Hold	0	–	–	–	631
2019 Q1	–	Hold	0	–	–	–	631

Other funds holding AM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

TCA

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

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

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

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

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

Valley National Advisers's AM Position: Q1 2026 in Review

Valley National Advisers held its Antero Midstream (AM) position steady in Q1 2026 at 400 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Valley National Advisers first reported a position in AM in Q3 2019 and has held it in 27 quarters since. 510 funds tracked by Wall St. Rank hold AM as of Q1 2026.

Valley National Advisers held 400 shares of Antero Midstream worth $9K as of Q1 2026.
Valley National Advisers left its Antero Midstream share count unchanged in Q1 2026.
Antero Midstream made up ﹤0.01% of Valley National Advisers's portfolio in Q1 2026, its #613 holding.
Valley National Advisers first reported a position in Antero Midstream in Q3 2019 and has held it in 27 quarters since.
510 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.