AFG
SMC

Atomi Financial Group’s Summit Midstream SMC Stock Holding History

Atomi Financial Group’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
2025
Q2 		– Sell
-6,716
Closed -$228K – 1180
2025
Q1 		$228K Sell
6,716
-1,989
-23% -$80K 0.01% 914
2024
Q4 		$329K Hold
8,705
– – 0.02% 676
2024
Q3 		$305K Buy
+8,705
New +$314K 0.02% 659

Other funds holding SMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $123M AUM 1.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $370M AUM 17.8% 1-Year Est. Return

Atomi Financial Group's SMC Position: Q2 2025 in Review

Atomi Financial Group sold out of Summit Midstream (SMC) in Q2 2025, closing a stake of 6,716 shares — an estimated $228K sold.

Atomi Financial Group first reported a position in SMC in Q3 2024 and held it in 3 quarters. The position peaked at $329K in Q4 2024. 62 funds tracked by Wall St. Rank hold SMC as of Q2 2025.

  • Atomi Financial Group reported no remaining Summit Midstream position as of Q2 2025 after selling out during the quarter.
  • Atomi Financial Group sold 6,716 Summit Midstream shares in Q2 2025, an estimated $228K.
  • Atomi Financial Group first reported a position in Summit Midstream in Q3 2024 and held it in 3 quarters.
  • Atomi Financial Group's Summit Midstream position peaked at $329K in Q4 2024.
  • 62 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2025.

Based on Atomi Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.