Raymond James Financial
SMC

Raymond James Financial’s Summit Midstream SMC Stock Holding History

Raymond James Financial’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 		$626K Sell
21,985
-127
-0.6% -$3.79K ﹤0.01% 4348
2026
Q1 		$669K Buy
+22,112
New +$645K ﹤0.01% 4147
2025
Q3 		– Sell
-140
Closed -$3.43K – 6921
2025
Q2 		$3.43K Buy
+140
New +$3.85K ﹤0.01% 6280

Other funds holding SMC

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DAMU
Deltroit Asset Management (UK) London $695M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial's SMC Position: Q2 2026 in Review

Raymond James Financial reduced its Summit Midstream (SMC) stake by 0.57% in Q2 2026, selling an estimated $3.79K and leaving 21,985 shares worth $626K. The position accounts for ﹤0.01% of the portfolio, ranked #4348.

Raymond James Financial first reported a position in SMC in Q2 2025 and has held it in 3 quarters since. The position peaked at $669K in Q1 2026. 74 funds tracked by Wall St. Rank hold SMC as of Q2 2026.

  • Raymond James Financial held 21,985 shares of Summit Midstream worth $626K as of Q2 2026.
  • Raymond James Financial sold 127 Summit Midstream shares in Q2 2026, an estimated $3.79K.
  • Summit Midstream made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4348 holding.
  • Raymond James Financial first reported a position in Summit Midstream in Q2 2025 and has held it in 3 quarters since.
  • Raymond James Financial's Summit Midstream position peaked at $669K in Q1 2026.
  • 74 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.