Bank of America
SMC

Bank of America’s Summit Midstream SMC Stock Holding History

Bank of America’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 		$4.67M Sell
154,540
-10,220
-6% -$298K ﹤0.01% 3527
2025
Q4 		$4.4M Buy
164,760
+5,837
+4% +$139K ﹤0.01% 3491
2025
Q3 		$3.26M Sell
158,923
-17,071
-10% -$397K ﹤0.01% 4396
2025
Q2 		$4.32M Sell
175,994
-5,493
-3% -$151K ﹤0.01% 4048
2025
Q1 		$6.15M Sell
181,487
-141,680
-44% -$5.7M ﹤0.01% 3610
2024
Q4 		$12.2M Sell
323,167
-24,029
-7% -$864K ﹤0.01% 2748
2024
Q3 		$12.2M Sell
347,196
-9,986
-3% -$360K ﹤0.01% 2890
2024
Q2 		$12.7M Sell
357,182
-70,942
-17% -$2.23M ﹤0.01% 2701
2024
Q1 		$12M Sell
428,124
-9,171
-2% -$171K ﹤0.01% 2807
2023
Q4 		$7.83M Sell
437,295
-20,912
-5% -$391K ﹤0.01% 3147
2023
Q3 		$6.34M Sell
458,207
-15,357
-3% -$223K ﹤0.01% 3183
2023
Q2 		$7.7M Sell
473,564
-4,387
-0.9% -$67.5K ﹤0.01% 2975
2023
Q1 		$7.34M Buy
477,951
+63,049
+15% +$1.07M ﹤0.01% 3130
2022
Q4 		$6.92M Sell
414,902
-44,374
-10% -$824K ﹤0.01% 3065
2022
Q3 		$6.9M Buy
459,276
+15,951
+4% +$241K ﹤0.01% 3006
2022
Q2 		$5.64M Buy
443,325
+15,451
+4% +$270K ﹤0.01% 3268
2022
Q1 		$6.37M Buy
427,874
+232,509
+119% +$4.76M ﹤0.01% 3358
2021
Q4 		$4.34M Buy
195,365
+7,129
+4% +$219K ﹤0.01% 3792
2021
Q3 		$6.69M Buy
188,236
+12,293
+7% +$435K ﹤0.01% 3273
2021
Q2 		$5.34M Buy
175,943
+8,424
+5% +$211K ﹤0.01% 3456
2021
Q1 		$3.95M Buy
167,519
+105,161
+169% +$2.14M ﹤0.01% 3632
2020
Q4 		$779K Sell
62,358
-2,303
-4% -$29.7K ﹤0.01% 4696
2020
Q3 		$635K Sell
64,661
-994
-2% -$12.4K ﹤0.01% 4538
2020
Q2 		$975K Buy
65,655
+4,104
+7% +$64.2K ﹤0.01% 4127
2020
Q1 		$563K Sell
61,551
-6,407
-9% -$217K ﹤0.01% 4431
2019
Q4 		$3.37M Sell
67,958
-5,054
-7% -$303K ﹤0.01% 3593
2019
Q3 		$5.32M Buy
73,012
+13,429
+23% +$1.23M ﹤0.01% 3140
2019
Q2 		$6.65M Buy
59,583
+10,705
+22% +$1.3M ﹤0.01% 2955
2019
Q1 		$7.13M Buy
48,878
+8,003
+20% +$1.41M ﹤0.01% 2807
2018
Q4 		$6.16M Sell
40,875
-7,531
-16% -$1.57M ﹤0.01% 2781
2018
Q3 		$10.4M Sell
48,406
-7,336
-13% -$1.81M ﹤0.01% 2450
2018
Q2 		$12.9M Buy
55,742
+4,087
+8% +$936K ﹤0.01% 2206
2018
Q1 		$10.9M Sell
51,655
-6,961
-12% -$1.99M ﹤0.01% 2322
2017
Q4 		$18M Sell
58,616
-12,310
-17% -$3.73M ﹤0.01% 1901
2017
Q3 		$21.3M Buy
70,926
+3,999
+6% +$1.31M ﹤0.01% 1822
2017
Q2 		$22.7M Buy
66,927
+17,456
+35% +$6.07M ﹤0.01% 1613
2017
Q1 		$17.8M Buy
49,471
+19,528
+65% +$7.07M ﹤0.01% 1858
2016
Q4 		$11.3M Buy
29,943
+3,277
+12% +$1.12M ﹤0.01% 2205
2016
Q3 		$9.18M Buy
26,666
+333
+1% +$115K ﹤0.01% 2301
2016
Q2 		$9.03M Sell
26,333
-11,288
-30% -$3.51M ﹤0.01% 2279
2016
Q1 		$9.58M Sell
37,621
-883
-2% -$211K ﹤0.01% 2181
2015
Q4 		$10.8M Buy
38,504
+14,683
+62% +$3.97M ﹤0.01% 2189
2015
Q3 		$6.3M Buy
23,821
+16,333
+218% +$6.21M ﹤0.01% 2646
2015
Q2 		$3.71M Sell
7,488
-5
-0.1% -$2.48K ﹤0.01% 2863
2015
Q1 		$3.62M Buy
7,493
+580
+8% +$309K ﹤0.01% 2750
2014
Q4 		$3.94M Buy
6,913
+1,563
+29% +$1.03M ﹤0.01% 2768
2014
Q3 		$4.08M Buy
5,350
+1,369
+34% +$1.05M ﹤0.01% 2771
2014
Q2 		$3.04M Buy
3,981
+152
+4% +$103K ﹤0.01% 2997
2014
Q1 		$2.46M Buy
3,829
+621
+19% +$365K ﹤0.01% 3041
2013
Q4 		$1.76M Sell
3,208
-26
-0.8% -$13.1K ﹤0.01% 3443
2013
Q3 		$1.65M Buy
3,234
+612
+23% +$309K ﹤0.01% 3453
2013
Q2 		$1.34M Buy
+2,622
New +$1.18M ﹤0.01% 3678

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 $3.02B AUM 34.37% 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
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America's SMC Position: Q1 2026 in Review

Bank of America reduced its Summit Midstream (SMC) stake by 6.2% in Q1 2026, selling an estimated $298K and leaving 154,540 shares worth $4.67M. The position accounts for ﹤0.01% of the portfolio, ranked #3527.

Bank of America first reported a position in SMC in Q2 2013 and has held it in 52 quarters since. The position peaked at $22.7M in Q2 2017. 73 funds tracked by Wall St. Rank hold SMC as of Q1 2026.

  • Bank of America held 154,540 shares of Summit Midstream worth $4.67M as of Q1 2026.
  • Bank of America sold 10,220 Summit Midstream shares in Q1 2026, an estimated $298K.
  • Summit Midstream made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3527 holding.
  • Bank of America first reported a position in Summit Midstream in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's Summit Midstream position peaked at $22.7M in Q2 2017.
  • 73 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.