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 Q2	$143K	Hold	5,027	–	–	﹤0.01%	814
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 $1.26T AUM 61.52% 1-Year Est. Return

DAMU

Deltroit Asset Management (UK) London $695M AUM

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

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ancora Advisors's SMC Position: Q2 2026 in Review

Ancora Advisors held its Summit Midstream (SMC) position steady in Q2 2026 at 5,027 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Ancora Advisors first reported a position in SMC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q4 2024. 75 funds tracked by Wall St. Rank hold SMC as of Q2 2026.

Ancora Advisors held 5,027 shares of Summit Midstream worth $143K as of Q2 2026.
Ancora Advisors left its Summit Midstream share count unchanged in Q2 2026.
Summit Midstream made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #814 holding.
Ancora Advisors first reported a position in Summit Midstream in Q4 2024 and has held it in 7 quarters since.
Ancora Advisors's Summit Midstream position peaked at $1.08M in Q4 2024.
75 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.