AIP
SMC

Ameritas Investment Partners’s Summit Midstream SMC Stock Holding History

Ameritas Investment Partners’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 		$21.4K Sell
708
-302
-30% -$8.81K ﹤0.01% 2562
2025
Q4 		$26.9K Hold
1,010
– – ﹤0.01% 2502
2025
Q3 		$20.7K Hold
1,010
– – ﹤0.01% 2643
2025
Q2 		$24.8K Buy
+1,010
New +$27.7K ﹤0.01% 2560

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 $2.78B AUM 26.09% 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

Ameritas Investment Partners's SMC Position: Q1 2026 in Review

Ameritas Investment Partners reduced its Summit Midstream (SMC) stake by 30% in Q1 2026, selling an estimated $8.81K and leaving 708 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2562.

Ameritas Investment Partners first reported a position in SMC in Q2 2025 and has held it in 4 quarters since. The position peaked at $26.9K in Q4 2025. 73 funds tracked by Wall St. Rank hold SMC as of Q1 2026.

  • Ameritas Investment Partners held 708 shares of Summit Midstream worth $21.4K as of Q1 2026.
  • Ameritas Investment Partners sold 302 Summit Midstream shares in Q1 2026, an estimated $8.81K.
  • Summit Midstream made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #2562 holding.
  • Ameritas Investment Partners first reported a position in Summit Midstream in Q2 2025 and has held it in 4 quarters since.
  • Ameritas Investment Partners's Summit Midstream position peaked at $26.9K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.