Wells Fargo’s Summit Midstream SMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $98.9K | Sell |
3,269
-7,289
| -69% | -$213K | ﹤0.01% | 5109 |
|
|
2025
Q4 | $282K | Buy |
10,558
+3,338
| +46% | +$79.4K | ﹤0.01% | 4870 |
|
|
2025
Q3 | $148K | Buy |
7,220
+869
| +14% | +$20.2K | ﹤0.01% | 5097 |
|
|
2025
Q2 | $156K | Buy |
+6,351
| New | +$174K | ﹤0.01% | 4915 |
|
|
2024
Q4 | – | Sell |
-500
| Closed | -$17.5K | – | 7233 |
|
|
2024
Q3 | $17.5K | Sell |
500
-43,002
| -99% | -$1.55M | ﹤0.01% | 5675 |
|
|
2024
Q2 | $1.55M | Sell |
43,502
-4,398
| -9% | -$138K | ﹤0.01% | 3183 |
|
|
2024
Q1 | $1.34M | Buy |
47,900
+4,977
| +12% | +$93K | ﹤0.01% | 3260 |
|
|
2023
Q4 | $769K | Buy |
42,923
+16,876
| +65% | +$315K | ﹤0.01% | 3602 |
|
|
2023
Q3 | $361K | Buy |
26,047
+2,766
| +12% | +$40.1K | ﹤0.01% | 3976 |
|
|
2023
Q2 | $378K | Buy |
23,281
+348
| +2% | +$5.36K | ﹤0.01% | 4145 |
|
|
2023
Q1 | $352K | Sell |
22,933
-1,424
| -6% | -$24.1K | ﹤0.01% | 4078 |
|
|
2022
Q4 | $406K | Sell |
24,357
-7,210
| -23% | -$134K | ﹤0.01% | 3763 |
|
|
2022
Q3 | $474K | Buy |
31,567
+16,083
| +104% | +$243K | ﹤0.01% | 3712 |
|
|
2022
Q2 | $197K | Buy |
15,484
+12,227
| +375% | +$213K | ﹤0.01% | 4288 |
|
|
2022
Q1 | $48K | Buy |
3,257
+1,160
| +55% | +$23.7K | ﹤0.01% | 5682 |
|
|
2021
Q4 | $46K | Buy |
2,097
+2,089
| +26,113% | +$64.1K | ﹤0.01% | 6009 |
|
|
2021
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 7632 |
|
|
2021
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 7564 |
|
|
2021
Q1 | $0 | Sell |
8
-1
| -11% | -$20 | ﹤0.01% | 7489 |
|
|
2020
Q4 | $0 | Sell |
9
-37,272
| -100% | -$480K | ﹤0.01% | 7125 |
|
|
2020
Q3 | $366K | Buy |
37,281
+36,276
| +3,610% | +$454K | ﹤0.01% | 4576 |
|
|
2020
Q2 | $15K | Sell |
1,005
-1,012
| -50% | -$15.8K | ﹤0.01% | 5767 |
|
|
2020
Q1 | $18K | Sell |
2,017
-8,641
| -81% | -$292K | ﹤0.01% | 5629 |
|
|
2019
Q4 | $529K | Sell |
10,658
-2,628
| -20% | -$158K | ﹤0.01% | 4322 |
|
|
2019
Q3 | $969K | Sell |
13,286
-798
| -6% | -$73.3K | ﹤0.01% | 3862 |
|
|
2019
Q2 | $1.57M | Buy |
14,084
+7,838
| +125% | +$955K | ﹤0.01% | 3538 |
|
|
2019
Q1 | $911K | Sell |
6,246
-1,353
| -18% | -$238K | ﹤0.01% | 3942 |
|
|
2018
Q4 | $1.15M | Sell |
7,599
-357
| -4% | -$74.4K | ﹤0.01% | 3733 |
|
|
2018
Q3 | $1.71M | Buy |
7,956
+1,249
| +19% | +$308K | ﹤0.01% | 3539 |
|
|
2018
Q2 | $1.55M | Buy |
6,707
+1,231
| +22% | +$282K | ﹤0.01% | 3655 |
|
|
2018
Q1 | $1.15M | Buy |
5,476
+1,257
| +30% | +$359K | ﹤0.01% | 3803 |
|
|
2017
Q4 | $1.3M | Buy |
4,219
+842
| +25% | +$255K | ﹤0.01% | 3736 |
|
|
2017
Q3 | $1.01M | Sell |
3,377
-66
| -2% | -$21.5K | ﹤0.01% | 3847 |
|
|
2017
Q2 | $1.17M | Buy |
3,443
+196
| +6% | +$68.2K | ﹤0.01% | 3626 |
|
|
2017
Q1 | $1.17M | Sell |
3,247
-381
| -11% | -$138K | ﹤0.01% | 3634 |
|
|
2016
Q4 | $1.37M | Sell |
3,628
-422
| -10% | -$144K | ﹤0.01% | 3468 |
|
|
2016
Q3 | $1.4M | Buy |
4,050
+120
| +3% | +$41.5K | ﹤0.01% | 3242 |
|
|
2016
Q2 | $1.35M | Buy |
3,930
+73
| +2% | +$22.7K | ﹤0.01% | 3265 |
|
|
2016
Q1 | $983K | Sell |
3,857
-15,286
| -80% | -$3.66M | ﹤0.01% | 3429 |
|
|
2015
Q4 | $5.38M | Buy |
19,143
+17,035
| +808% | +$4.61M | ﹤0.01% | 2271 |
|
|
2015
Q3 | $557K | Buy |
2,108
+37
| +2% | +$14.1K | ﹤0.01% | 3886 |
|
|
2015
Q2 | $1.03M | Buy |
2,071
+1,068
| +106% | +$530K | ﹤0.01% | 3579 |
|
|
2015
Q1 | $484K | Buy |
1,003
+526
| +110% | +$280K | ﹤0.01% | 3970 |
|
|
2014
Q4 | $272K | Sell |
477
-82
| -15% | -$53.9K | ﹤0.01% | 4269 |
|
|
2014
Q3 | $426K | Buy |
559
+204
| +57% | +$156K | ﹤0.01% | 3982 |
|
|
2014
Q2 | $270K | Hold |
355
| – | – | ﹤0.01% | 4235 |
|
|
2014
Q1 | $228K | Buy |
355
+342
| +2,631% | +$201K | ﹤0.01% | 4278 |
|
|
2013
Q4 | $7K | Buy |
13
+4
| +44% | +$2.02K | ﹤0.01% | 5277 |
|
|
2013
Q3 | $4K | Buy |
+9
| New | +$4.54K | ﹤0.01% | 5341 |
|
Other funds holding SMC
DAMU
VCM
EGA
FFL
Wells Fargo's SMC Position: Q1 2026 in Review
Wells Fargo reduced its Summit Midstream (SMC) stake by 69% in Q1 2026, selling an estimated $213K and leaving 3,269 shares worth $98.9K. The position accounts for ﹤0.01% of the portfolio, ranked #5109.
Wells Fargo first reported a position in SMC in Q3 2013 and has held it in 49 quarters since. The position peaked at $5.38M in Q4 2015. 73 funds tracked by Wall St. Rank hold SMC as of Q1 2026.
- Wells Fargo held 3,269 shares of Summit Midstream worth $98.9K as of Q1 2026.
- Wells Fargo sold 7,289 Summit Midstream shares in Q1 2026, an estimated $213K.
- Summit Midstream made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5109 holding.
- Wells Fargo first reported a position in Summit Midstream in Q3 2013 and has held it in 49 quarters since.
- Wells Fargo's Summit Midstream position peaked at $5.38M in Q4 2015.
- 73 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2026.
Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.