Ancora Advisors’s Summit Midstream SMC Stock Holding History

Ancora Advisors’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	$152K	Hold	5,027	–	–	﹤0.01%	790
2025 Q4	$134K	Hold	5,027	–	–	﹤0.01%	838
2025 Q3	$103K	Sell	5,027 -180	-3%	-$4.18K	﹤0.01%	861
2025 Q2	$128K	Hold	5,207	–	–	﹤0.01%	822
2025 Q1	$176K	Sell	5,207 -23,360	-82%	-$939K	﹤0.01%	736
2024 Q4	$1.08M	Buy	+28,567	New	+$1.03M	0.02%	376

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 $5.72T AUM 30.48% 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 $2.78B AUM 26.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Ancora Advisors's SMC Position: Q1 2026 in Review

Ancora Advisors held its Summit Midstream (SMC) position steady in Q1 2026 at 5,027 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Ancora Advisors first reported a position in SMC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q4 2024. 73 funds tracked by Wall St. Rank hold SMC as of Q1 2026.

Ancora Advisors held 5,027 shares of Summit Midstream worth $152K as of Q1 2026.
Ancora Advisors left its Summit Midstream share count unchanged in Q1 2026.
Summit Midstream made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #790 holding.
Ancora Advisors first reported a position in Summit Midstream in Q4 2024 and has held it in 6 quarters since.
Ancora Advisors's Summit Midstream position peaked at $1.08M in Q4 2024.
73 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.