UBS Group’s Summit Midstream SMC Stock Holding History

UBS Group’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
2019 Q3	–	Sell	-1,520	Closed	-$170K	–	8313
2019 Q2	$170K	Hold	1,520	–	–	﹤0.01%	5018
2019 Q1	$222K	Buy	1,520 +853	+128%	+$150K	﹤0.01%	4540
2018 Q4	$101K	Hold	667	–	–	﹤0.01%	5541
2018 Q3	$143K	Buy	+667	New	+$164K	﹤0.01%	5294
2017 Q3	–	Sell	-27,340	Closed	-$9.29M	–	8049
2017 Q2	$9.29M	Buy	27,340 +10,007	+58%	+$3.48M	﹤0.01%	1594
2017 Q1	$6.24M	Buy	17,333 +13,140	+313%	+$4.75M	﹤0.01%	1894
2016 Q4	$1.58M	Buy	+4,193	New	+$1.43M	﹤0.01%	3125
2015 Q4	–	Sell	-14,593	Closed	-$3.86M	–	8621
2015 Q3	$3.86M	Buy	14,593 +280	+2%	+$107K	﹤0.01%	2144
2015 Q2	$7.09M	Buy	14,313 +3,306	+30%	+$1.64M	﹤0.01%	1759
2015 Q1	$5.31M	Buy	11,007 +10,660	+3,072%	+$5.67M	﹤0.01%	2023
2014 Q4	$198K	Buy	+347	New	+$228K	﹤0.01%	5056

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

UBS Group's SMC Position: Q1 2026 in Review

UBS Group reduced its Summit Midstream (SMC) stake by 92% in Q1 2026, selling an estimated $510K and leaving 1,513 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #7425.

UBS Group first reported a position in SMC in Q4 2014 and has held it in 45 quarters since. The position peaked at $33.2M in Q2 2015. 73 funds tracked by Wall St. Rank hold SMC as of Q1 2026.

UBS Group held 1,513 shares of Summit Midstream worth $45.8K as of Q1 2026.
UBS Group sold 17,481 Summit Midstream shares in Q1 2026, an estimated $510K.
Summit Midstream made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7425 holding.
UBS Group first reported a position in Summit Midstream in Q4 2014 and has held it in 45 quarters since.
UBS Group's Summit Midstream position peaked at $33.2M in Q2 2015.
73 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.