AF
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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
Q2 		$80.2K Sell
3,072
-3,581
-54% -$108K ﹤0.01% 2101
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% 2771

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's SM Position: Q2 2026 in Review

Allworth Financial reduced its SM Energy (SM) stake by 54% in Q2 2026, selling an estimated $108K and leaving 3,072 shares worth $80.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2101.

Allworth Financial first reported a position in SM in Q2 2022 and has held it in 17 quarters since. The position peaked at $207K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Allworth Financial held 3,072 shares of SM Energy worth $80.2K as of Q2 2026.
  • Allworth Financial sold 3,581 SM Energy shares in Q2 2026, an estimated $108K.
  • SM Energy made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2101 holding.
  • Allworth Financial first reported a position in SM Energy in Q2 2022 and has held it in 17 quarters since.
  • Allworth Financial's SM Energy position peaked at $207K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.