RIL
SMC

Rothschild Investment LLC’s Summit Midstream SMC Stock Holding History

Rothschild Investment LLC’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 		$427 Hold
15
– – ﹤0.01% 3298
2026
Q1 		$454 Buy
+15
New +$437 ﹤0.01% 3156

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 $3.37T AUM 44.26% 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

Rothschild Investment LLC's SMC Position: Q2 2026 in Review

Rothschild Investment LLC held its Summit Midstream (SMC) position steady in Q2 2026 at 15 shares worth $427. The position accounts for ﹤0.01% of the portfolio, ranked #3298.

Rothschild Investment LLC first reported a position in SMC in Q1 2026 and has held it in 2 quarters since. The position peaked at $454 in Q1 2026. 75 funds tracked by Wall St. Rank hold SMC as of Q2 2026.

  • Rothschild Investment LLC held 15 shares of Summit Midstream worth $427 as of Q2 2026.
  • Rothschild Investment LLC left its Summit Midstream share count unchanged in Q2 2026.
  • Summit Midstream made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3298 holding.
  • Rothschild Investment LLC first reported a position in Summit Midstream in Q1 2026 and has held it in 2 quarters since.
  • Rothschild Investment LLC's Summit Midstream position peaked at $454 in Q1 2026.
  • 75 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.