FFA
SMC

Farther Finance Advisors’s Summit Midstream SMC Stock Holding History

Farther Finance 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
2025
Q4 		– Sell
-70
Closed -$1.44K – 5618
2025
Q3 		$1.44K Buy
+70
New +$1.63K ﹤0.01% 4253

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 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

Farther Finance Advisors's SMC Position: Q4 2025 in Review

Farther Finance Advisors sold out of Summit Midstream (SMC) in Q4 2025, closing a stake of 70 shares — an estimated $1.44K sold.

Farther Finance Advisors first reported a position in SMC in Q3 2025 and held it in 1 quarter. The position peaked at $1.44K in Q3 2025. 65 funds tracked by Wall St. Rank hold SMC as of Q4 2025.

  • Farther Finance Advisors reported no remaining Summit Midstream position as of Q4 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 70 Summit Midstream shares in Q4 2025, an estimated $1.44K.
  • Farther Finance Advisors first reported a position in Summit Midstream in Q3 2025 and held it in 1 quarter.
  • Farther Finance Advisors's Summit Midstream position peaked at $1.44K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held Summit Midstream as of Q4 2025.

Based on Farther Finance Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.