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 $1.27T AUM 50.62% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $21.7B AUM 41.23% 1-Year Est. Return

Liberty Mutual Group Asset Management Boston, Massachusetts $1.23B AUM 19.45% 1-Year Est. Return

UBS Group's SMC Position: Q3 2026 in Review

UBS Group increased its Summit Midstream (SMC) stake by 76% in Q3 2026, buying an estimated $29.4K and bringing the position to 2,116 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #7460.

UBS Group first reported a position in SMC in Q4 2014 and has held it in 47 quarters since. The position peaked at $33.2M in Q2 2015. 54 funds tracked by Wall St. Rank hold SMC as of Q3 2026.

UBS Group held 2,116 shares of Summit Midstream worth $64K as of Q3 2026.
UBS Group bought 917 Summit Midstream shares in Q3 2026, an estimated $29.4K.
Summit Midstream made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #7460 holding.
UBS Group first reported a position in Summit Midstream in Q4 2014 and has held it in 47 quarters since.
UBS Group's Summit Midstream position peaked at $33.2M in Q2 2015.
54 funds tracked by Wall St. Rank held Summit Midstream as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.