Summit Financial’s Summit Midstream SMC Stock Holding History

Summit 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	$1.6M	Hold	52,985	–	–	0.02%	631
2025 Q4	$1.41M	Hold	52,985	–	–	0.02%	566
2025 Q3	$1.09M	Buy	+52,985	New	+$1.23M	0.02%	625

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

Summit Financial's SMC Position: Q1 2026 in Review

Summit Financial held its Summit Midstream (SMC) position steady in Q1 2026 at 52,985 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #631.

Summit Financial first reported a position in SMC in Q3 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold SMC as of Q1 2026.

Summit Financial held 52,985 shares of Summit Midstream worth $1.6M as of Q1 2026.
Summit Financial left its Summit Midstream share count unchanged in Q1 2026.
Summit Midstream made up 0.02% of Summit Financial's portfolio in Q1 2026, its #631 holding.
Summit Financial first reported a position in Summit Midstream in Q3 2025 and has held it in 3 quarters since.
73 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.