ACG
SMC

Aventail Capital Group’s Summit Midstream SMC Stock Holding History

Aventail Capital 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
2026
Q1 		– Sell
-51,053
Closed -$1.36M – 185
2025
Q4 		$1.36M Sell
51,053
-1
-0% -$24 0.08% 142
2025
Q3 		$1.05M Buy
51,054
+10,000
+24% +$232K 0.05% 137
2025
Q2 		$1.01M Hold
41,054
– – 0.04% 120
2025
Q1 		$1.39M Hold
41,054
– – 0.07% 113
2024
Q4 		$1.55M Buy
+41,054
New +$1.48M 0.08% 100

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

Aventail Capital Group's SMC Position: Q1 2026 in Review

Aventail Capital Group sold out of Summit Midstream (SMC) in Q1 2026, closing a stake of 51,053 shares — an estimated $1.36M sold.

Aventail Capital Group first reported a position in SMC in Q4 2024 and held it in 5 quarters. The position peaked at $1.55M in Q4 2024. 73 funds tracked by Wall St. Rank hold SMC as of Q1 2026.

  • Aventail Capital Group reported no remaining Summit Midstream position as of Q1 2026 after selling out during the quarter.
  • Aventail Capital Group sold 51,053 Summit Midstream shares in Q1 2026, an estimated $1.36M.
  • Aventail Capital Group first reported a position in Summit Midstream in Q4 2024 and held it in 5 quarters.
  • Aventail Capital Group's Summit Midstream position peaked at $1.55M in Q4 2024.
  • 73 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2026.

Based on Aventail Capital Group's 13F filing for Q1 2026, filed 15 May 2026.