SF
SMC

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
Q2 		$1.51M Hold
52,985
– – 0.02% 704
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
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

Summit Financial's SMC Position: Q2 2026 in Review

Summit Financial held its Summit Midstream (SMC) position steady in Q2 2026 at 52,985 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #704.

Summit Financial first reported a position in SMC in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.6M in Q1 2026. 74 funds tracked by Wall St. Rank hold SMC as of Q2 2026.

  • Summit Financial held 52,985 shares of Summit Midstream worth $1.51M as of Q2 2026.
  • Summit Financial left its Summit Midstream share count unchanged in Q2 2026.
  • Summit Midstream made up 0.02% of Summit Financial's portfolio in Q2 2026, its #704 holding.
  • Summit Financial first reported a position in Summit Midstream in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Summit Midstream position peaked at $1.6M in Q1 2026.
  • 74 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.