FFP
SMC

FourThought Financial Partners’s Summit Midstream SMC Stock Holding History

FourThought Financial Partners’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
-9,948
Closed -$204K – 643
2025
Q3 		$204K Buy
+9,948
New +$231K 0.02% 474

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

FourThought Financial Partners's SMC Position: Q4 2025 in Review

FourThought Financial Partners sold out of Summit Midstream (SMC) in Q4 2025, closing a stake of 9,948 shares — an estimated $204K sold.

FourThought Financial Partners first reported a position in SMC in Q3 2025 and held it in 1 quarter. The position peaked at $204K in Q3 2025. 65 funds tracked by Wall St. Rank hold SMC as of Q4 2025.

  • FourThought Financial Partners reported no remaining Summit Midstream position as of Q4 2025 after selling out during the quarter.
  • FourThought Financial Partners sold 9,948 Summit Midstream shares in Q4 2025, an estimated $204K.
  • FourThought Financial Partners first reported a position in Summit Midstream in Q3 2025 and held it in 1 quarter.
  • FourThought Financial Partners's Summit Midstream position peaked at $204K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held Summit Midstream as of Q4 2025.

Based on FourThought Financial Partners's 13F filing for Q4 2025, filed 6 Feb 2026.