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SM icon

BOK Financial’s SM Energy SM Stock Holding History

BOK 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 		– Sell
-197
Closed -$6.14K – 1210
2026
Q1 		$6.14K Buy
+197
New +$4.49K ﹤0.01% 980
2024
Q4 		– Sell
-13
Closed -$573 – 1435
2024
Q3 		$573 Buy
+13
New +$564 ﹤0.01% 1198
2022
Q2 		– Sell
-34,100
Closed -$1.33M – 976
2022
Q1 		$1.33M Buy
+34,100
New +$1.23M 0.02% 508
2021
Q4 		– Sell
-43,100
Closed -$1.14M – 1005
2021
Q3 		$1.14M Buy
+43,100
New +$871K 0.02% 542
2019
Q3 		– Sell
-56,975
Closed -$713K – 940
2019
Q2 		$713K Buy
56,975
+827
+1% +$12K 0.02% 576
2019
Q1 		$982K Sell
56,148
-372
-0.7% -$6.61K 0.02% 494
2018
Q4 		$875K Buy
56,520
+3,218
+6% +$74.4K 0.03% 487
2018
Q3 		$1.68M Sell
53,302
-166
-0.3% -$4.77K 0.04% 404
2018
Q2 		$1.37M Sell
53,468
-8,459
-14% -$198K 0.04% 424
2018
Q1 		$1.12M Sell
61,927
-244
-0.4% -$5.27K 0.03% 453
2017
Q4 		$1.37M Buy
62,171
+460
+0.7% +$9.29K 0.04% 423
2017
Q3 		$1.09M Buy
+61,711
New +$965K 0.03% 474
2017
Q2 		– Sell
-19,634
Closed -$471K – 919
2017
Q1 		$471K Buy
19,634
+1,696
+9% +$47K 0.01% 670
2016
Q4 		$618K Buy
17,938
+4,420
+33% +$160K 0.02% 580
2016
Q3 		$522K Sell
13,518
-112
-0.8% -$3.59K 0.02% 631
2016
Q2 		$368K Buy
13,630
+962
+8% +$27K 0.01% 665
2016
Q1 		$237K Sell
12,668
-1,172
-8% -$16.2K 0.01% 738
2015
Q4 		$272K Buy
13,840
+1,021
+8% +$31.1K 0.01% 719
2015
Q3 		$411K Buy
12,819
+1,328
+12% +$48.2K 0.02% 604
2015
Q2 		$530K Buy
11,491
+608
+6% +$32.1K 0.02% 571
2015
Q1 		$563K Buy
+10,883
New +$472K 0.02% 532

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

BOK Financial's SM Position: Q2 2026 in Review

BOK Financial sold out of SM Energy (SM) in Q2 2026, closing a stake of 197 shares — an estimated $6.14K sold.

BOK Financial first reported a position in SM in Q1 2015 and held it in 21 quarters. The position peaked at $1.68M in Q3 2018. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • BOK Financial reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
  • BOK Financial sold 197 SM Energy shares in Q2 2026, an estimated $6.14K.
  • BOK Financial first reported a position in SM Energy in Q1 2015 and held it in 21 quarters.
  • BOK Financial's SM Energy position peaked at $1.68M in Q3 2018.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.