Bell Investment Advisors’s SM Energy SM Stock Holding History

Bell Investment Advisors’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	$20.3K	Buy	652 +501	+332%	+$11.4K	﹤0.01%	447
2025 Q4	$2.82K	Sell	151 -30	-17%	-$608	﹤0.01%	1223
2025 Q3	$4.52K	Sell	181 -267	-60%	-$7.2K	﹤0.01%	981
2025 Q2	$11.1K	Buy	448 +258	+136%	+$6.25K	﹤0.01%	634
2025 Q1	$5.69K	Buy	190 +28	+17%	+$1K	﹤0.01%	856
2024 Q4	$6.28K	Sell	162 -2	-1%	-$84	﹤0.01%	815
2024 Q3	$6.56K	Buy	164 +55	+50%	+$2.39K	﹤0.01%	795
2024 Q2	$4.71K	Hold	109	–	–	﹤0.01%	952
2024 Q1	$5.43K	Buy	109 +14	+15%	+$572	﹤0.01%	869
2023 Q4	$3.68K	Hold	95	–	–	﹤0.01%	1044
2023 Q3	$3.77K	Buy	95 +14	+17%	+$531	﹤0.01%	954
2023 Q2	$2.56K	Sell	81 -55	-40%	-$1.55K	﹤0.01%	1165
2023 Q1	$3.83K	Buy	136 +84	+162%	+$2.56K	﹤0.01%	910
2022 Q4	$1.81K	Buy	52 +10	+24%	+$416	﹤0.01%	1344
2022 Q3	$2K	Buy	42 +2	+5%	+$79	﹤0.01%	1210
2022 Q2	$1K	Buy	+40	New	+$1.63K	﹤0.01%	1594
2021 Q4	$1K	Hold	27	–	–	﹤0.01%	1602
2021 Q3	$1K	Buy	+27	New	+$545	﹤0.01%	1562

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