AG
SMC

Algert Global’s Summit Midstream SMC Stock Holding History

Algert Global’s Portfolio SMC Stock Details SMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.64M Buy
57,553
+10,842
+23% +$323K 0.02% 894
2026
Q1 		$1.41M Buy
46,711
+1,110
+2% +$32.4K 0.02% 788
2025
Q4 		$1.22M Sell
45,601
-74
-0.2% -$1.76K 0.02% 809
2025
Q3 		$938K Buy
+45,675
New +$1.06M 0.02% 847

Other funds holding SMC

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DAMU
Deltroit Asset Management (UK) London $695M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Algert Global's SMC Position: Q2 2026 in Review

Algert Global increased its Summit Midstream (SMC) stake by 23% in Q2 2026, buying an estimated $323K and bringing the position to 57,553 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #894.

Algert Global first reported a position in SMC in Q3 2025 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold SMC as of Q2 2026.

  • Algert Global held 57,553 shares of Summit Midstream worth $1.64M as of Q2 2026.
  • Algert Global bought 10,842 Summit Midstream shares in Q2 2026, an estimated $323K.
  • Summit Midstream made up 0.02% of Algert Global's portfolio in Q2 2026, its #894 holding.
  • Algert Global first reported a position in Summit Midstream in Q3 2025 and has held it in 4 quarters since.
  • 74 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.