BFS
SM icon

Bare Financial Services’s SM Energy SM Stock Holding History

Bare Financial Services’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 		$17.3K Buy
663
+265
+67% +$7.96K ﹤0.01% 340
2026
Q1 		$12.4K Buy
398
+38
+11% +$867 ﹤0.01% 254
2025
Q4 		$6.73K Buy
360
+190
+112% +$3.85K ﹤0.01% 414
2025
Q3 		$4.24K Sell
170
-43
-20% -$1.16K ﹤0.01% 609
2025
Q2 		$5.26K Buy
213
+159
+294% +$3.85K ﹤0.01% 447
2025
Q1 		$1.62K Buy
+54
New +$1.94K ﹤0.01% 344

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

Bare Financial Services's SM Position: Q2 2026 in Review

Bare Financial Services increased its SM Energy (SM) stake by 67% in Q2 2026, buying an estimated $7.96K and bringing the position to 663 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Bare Financial Services first reported a position in SM in Q1 2025 and has held it in 6 quarters since. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Bare Financial Services held 663 shares of SM Energy worth $17.3K as of Q2 2026.
  • Bare Financial Services bought 265 SM Energy shares in Q2 2026, an estimated $7.96K.
  • SM Energy made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #340 holding.
  • Bare Financial Services first reported a position in SM Energy in Q1 2025 and has held it in 6 quarters since.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.