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 $1.02T AUM 30.18% 1-Year Est. Return
DAMU
Deltroit Asset Management (UK) London $623M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
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

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.