Amalgamated Bank’s Summit Midstream SMC Stock Holding History

Amalgamated Bank’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	–	Sell	-296	Closed	-$8K	–	2879
2025 Q4	$8K	Sell	296 -42	-12%	-$999	﹤0.01%	2554
2025 Q3	$7K	Hold	338	–	–	﹤0.01%	2643
2025 Q2	$8K	Buy	+338	New	+$9.29K	﹤0.01%	2568

Other funds holding SMC

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

DAMU

Deltroit Asset Management (UK) London $623M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Amalgamated Bank's SMC Position: Q1 2026 in Review

Amalgamated Bank sold out of Summit Midstream (SMC) in Q1 2026, closing a stake of 296 shares — an estimated $8K sold.

Amalgamated Bank first reported a position in SMC in Q2 2025 and held it in 3 quarters. The position peaked at $8K in Q4 2025. 73 funds tracked by Wall St. Rank hold SMC as of Q1 2026.

Amalgamated Bank reported no remaining Summit Midstream position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 296 Summit Midstream shares in Q1 2026, an estimated $8K.
Amalgamated Bank first reported a position in Summit Midstream in Q2 2025 and held it in 3 quarters.
Amalgamated Bank's Summit Midstream position peaked at $8K in Q4 2025.
73 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.