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
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 $1.02T AUM 30.18% 1-Year Est. Return
DAMU
Deltroit Asset Management (UK) London $623M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return

Raymond James Financial's SMC Position: Q1 2026 in Review

Raymond James Financial opened a new position in Summit Midstream (SMC) in Q1 2026: 22,112 shares worth $669K. The stake represents ﹤0.01% of the portfolio and ranks #4147 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in SMC as recently as Q2 2025.

Raymond James Financial first reported a position in SMC in Q2 2025 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold SMC as of Q1 2026.

  • Raymond James Financial held 22,112 shares of Summit Midstream worth $669K as of Q1 2026.
  • Summit Midstream was a new Raymond James Financial position in Q1 2026.
  • Summit Midstream made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4147 holding.
  • Raymond James Financial first reported a position in Summit Midstream in Q2 2025 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.