SEI Investments
SMC

SEI Investments’s Summit Midstream SMC Stock Holding History

SEI Investments’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 		– Sell
-7,589
Closed -$229K – 3424
2026
Q1 		$229K Hold
7,589
– – ﹤0.01% 2923
2025
Q4 		$202K Buy
+7,589
New +$180K ﹤0.01% 2900
2018
Q2 		– Sell
-23
Closed -$5K – 3821
2018
Q1 		$5K Buy
+23
New +$6.56K ﹤0.01% 3070

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

SEI Investments's SMC Position: Q2 2026 in Review

SEI Investments sold out of Summit Midstream (SMC) in Q2 2026, closing a stake of 7,589 shares — an estimated $229K sold.

SEI Investments first reported a position in SMC in Q1 2018 and held it in 3 quarters. The position peaked at $229K in Q1 2026. 74 funds tracked by Wall St. Rank hold SMC as of Q2 2026.

  • SEI Investments reported no remaining Summit Midstream position as of Q2 2026 after selling out during the quarter.
  • SEI Investments sold 7,589 Summit Midstream shares in Q2 2026, an estimated $229K.
  • SEI Investments first reported a position in Summit Midstream in Q1 2018 and held it in 3 quarters.
  • SEI Investments's Summit Midstream position peaked at $229K in Q1 2026.
  • 74 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.