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 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DAMU

Deltroit Asset Management (UK) London $623M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

SEI Investments's SMC Position: Q1 2026 in Review

SEI Investments held its Summit Midstream (SMC) position steady in Q1 2026 at 7,589 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #2923.

SEI Investments first reported a position in SMC in Q1 2018 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold SMC as of Q1 2026.

SEI Investments held 7,589 shares of Summit Midstream worth $229K as of Q1 2026.
SEI Investments left its Summit Midstream share count unchanged in Q1 2026.
Summit Midstream made up ﹤0.01% of SEI Investments's portfolio in Q1 2026, its #2923 holding.
SEI Investments first reported a position in Summit Midstream in Q1 2018 and has held it in 3 quarters since.
73 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.