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
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 $1.02T AUM 30.18% 1-Year Est. Return
DAMU
Deltroit Asset Management (UK) London $623M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return

Algert Global's SMC Position: Q1 2026 in Review

Algert Global increased its Summit Midstream (SMC) stake by 2.4% in Q1 2026, buying an estimated $32.4K and bringing the position to 46,711 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #788.

Algert Global first reported a position in SMC in Q3 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold SMC as of Q1 2026.

  • Algert Global held 46,711 shares of Summit Midstream worth $1.41M as of Q1 2026.
  • Algert Global bought 1,110 Summit Midstream shares in Q1 2026, an estimated $32.4K.
  • Summit Midstream made up 0.02% of Algert Global's portfolio in Q1 2026, its #788 holding.
  • Algert Global first reported a position in Summit Midstream in Q3 2025 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.