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Brinker Capital Investments’s SM Energy SM Stock Holding History

Brinker Capital Investments’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 		$296K Buy
11,344
+1,187
+12% +$35.7K ﹤0.01% 1643
2026
Q1 		$317K Buy
+10,157
New +$232K ﹤0.01% 1648
2025
Q2 		– Sell
-8,271
Closed -$248K – 2044
2025
Q1 		$248K Sell
8,271
-1,010
-11% -$36.2K ﹤0.01% 1716
2024
Q4 		$360K Sell
9,281
-5,568
-37% -$235K ﹤0.01% 1471
2024
Q3 		$594K Sell
14,849
-13,353
-47% -$579K 0.01% 1276
2024
Q2 		$1.22M Sell
28,202
-2,516
-8% -$124K 0.01% 892
2024
Q1 		$1.53M Sell
30,718
-7,125
-19% -$291K 0.02% 786
2023
Q4 		$1.45M Buy
37,843
+6,133
+19% +$237K 0.02% 781
2023
Q3 		$1.26M Sell
31,710
-13,634
-30% -$517K 0.02% 822
2023
Q2 		$1.43M Buy
45,344
+12,963
+40% +$366K 0.02% 798
2023
Q1 		$912K Sell
32,381
-15,742
-33% -$480K 0.01% 913
2022
Q4 		$1.68M Buy
+48,123
New +$2M 0.03% 544

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

Brinker Capital Investments's SM Position: Q2 2026 in Review

Brinker Capital Investments increased its SM Energy (SM) stake by 12% in Q2 2026, buying an estimated $35.7K and bringing the position to 11,344 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #1643.

Brinker Capital Investments first reported a position in SM in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.68M in Q4 2022. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Brinker Capital Investments held 11,344 shares of SM Energy worth $296K as of Q2 2026.
  • Brinker Capital Investments bought 1,187 SM Energy shares in Q2 2026, an estimated $35.7K.
  • SM Energy made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1643 holding.
  • Brinker Capital Investments first reported a position in SM Energy in Q4 2022 and has held it in 12 quarters since.
  • Brinker Capital Investments's SM Energy position peaked at $1.68M in Q4 2022.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.