Wells Fargo
SMC

Wells Fargo’s Summit Midstream SMC Stock Holding History

Wells Fargo’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
2016
Q1 		– Sell
-17,033
Closed -$4.16M – 6480
2015
Q4 		$4.16M Buy
+17,033
New +$4.61M ﹤0.01% 2453

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

Wells Fargo's SMC Position: Q2 2026 in Review

Wells Fargo increased its Summit Midstream (SMC) stake by 130% in Q2 2026, buying an estimated $127K and bringing the position to 7,520 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #5164.

Wells Fargo first reported a position in SMC in Q3 2013 and has held it in 50 quarters since. The position peaked at $5.38M in Q4 2015. 75 funds tracked by Wall St. Rank hold SMC as of Q2 2026.

  • Wells Fargo held 7,520 shares of Summit Midstream worth $214K as of Q2 2026.
  • Wells Fargo bought 4,251 Summit Midstream shares in Q2 2026, an estimated $127K.
  • Summit Midstream made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #5164 holding.
  • Wells Fargo first reported a position in Summit Midstream in Q3 2013 and has held it in 50 quarters since.
  • Wells Fargo's Summit Midstream position peaked at $5.38M in Q4 2015.
  • 75 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.