Allworth Financial’s SM Energy SM Stock Holding History

Allworth Financial’s Portfolio SM Stock Details SM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$207K	Buy	6,653 +6,239	+1,507%	+$142K	﹤0.01%	1389
2025 Q4	$7.74K	Buy	414 +96	+30%	+$1.95K	﹤0.01%	3434
2025 Q3	$7.94K	Buy	318 +68	+27%	+$1.83K	﹤0.01%	3282
2025 Q2	$6.18K	Buy	250 +144	+136%	+$3.49K	﹤0.01%	3150
2025 Q1	$2.46K	Sell	106 -91	-46%	-$3.26K	﹤0.01%	3123
2024 Q4	$8.23K	Sell	197 -82	-29%	-$3.46K	﹤0.01%	2525
2024 Q3	$11.2K	Buy	279 +83	+42%	+$3.6K	﹤0.01%	2211
2024 Q2	$9.14K	Hold	196	–	–	﹤0.01%	2257
2024 Q1	$9.77K	Sell	196 -48	-20%	-$1.96K	﹤0.01%	2126
2023 Q4	$9.45K	Buy	244 +57	+30%	+$2.2K	﹤0.01%	2001
2023 Q3	$7.42K	Sell	187 -23	-11%	-$872	﹤0.01%	1954
2023 Q2	$6.65K	Buy	210 +176	+518%	+$4.97K	﹤0.01%	1994
2023 Q1	$958	Buy	34 +13	+62%	+$397	﹤0.01%	2685
2022 Q4	$731	Sell	21 -9	-30%	-$374	﹤0.01%	2551
2022 Q3	$1K	Buy	30 +27	+900%	+$1.06K	﹤0.01%	2498
2022 Q2	$0	Buy	+3	New	+$122	﹤0.01%	2772

Other funds holding SM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return