Bank of New York Mellon’s Summit Midstream SMC Stock Holding History

Bank of New York Mellon’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	$637K	Buy	22,370 +1,019	+5%	+$30.4K	﹤0.01%	3623
2026 Q1	$646K	Sell	21,351 -1,356	-6%	-$39.5K	﹤0.01%	3469
2025 Q4	$606K	Sell	22,707 -1,234	-5%	-$29.3K	﹤0.01%	3500
2025 Q3	$492K	Buy	23,941 +1,192	+5%	+$27.7K	﹤0.01%	3599
2025 Q2	$558K	Buy	+22,749	New	+$625K	﹤0.01%	3451

Other funds holding SMC

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

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ATI

ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Bank of New York Mellon's SMC Position: Q2 2026 in Review

Bank of New York Mellon increased its Summit Midstream (SMC) stake by 4.8% in Q2 2026, buying an estimated $30.4K and bringing the position to 22,370 shares worth $637K. The position accounts for ﹤0.01% of the portfolio, ranked #3623.

Bank of New York Mellon first reported a position in SMC in Q2 2025 and has held it in 5 quarters since. The position peaked at $646K in Q1 2026. 16 funds tracked by Wall St. Rank hold SMC as of Q2 2026.

Bank of New York Mellon held 22,370 shares of Summit Midstream worth $637K as of Q2 2026.
Bank of New York Mellon bought 1,019 Summit Midstream shares in Q2 2026, an estimated $30.4K.
Summit Midstream made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3623 holding.
Bank of New York Mellon first reported a position in Summit Midstream in Q2 2025 and has held it in 5 quarters since.
Bank of New York Mellon's Summit Midstream position peaked at $646K in Q1 2026.
16 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.