BJL
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Brighton Jones LLC’s SM Energy SM Stock Holding History

Brighton Jones LLC’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 		$255K Buy
9,758
+1,196
+14% +$35.9K ﹤0.01% 1136
2026
Q1 		$267K Buy
+8,562
New +$195K 0.01% 976

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Brighton Jones LLC's SM Position: Q2 2026 in Review

Brighton Jones LLC increased its SM Energy (SM) stake by 14% in Q2 2026, buying an estimated $35.9K and bringing the position to 9,758 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Brighton Jones LLC first reported a position in SM in Q1 2026 and has held it in 2 quarters since. The position peaked at $267K in Q1 2026. 279 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Brighton Jones LLC held 9,758 shares of SM Energy worth $255K as of Q2 2026.
  • Brighton Jones LLC bought 1,196 SM Energy shares in Q2 2026, an estimated $35.9K.
  • SM Energy made up ﹤0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #1136 holding.
  • Brighton Jones LLC first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
  • Brighton Jones LLC's SM Energy position peaked at $267K in Q1 2026.
  • 279 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.