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Capital Advisors Ltd’s SM Energy SM Stock Holding History

Capital Advisors Ltd’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 		$12K Hold
470
– – ﹤0.01% 827
2026
Q1 		$15K Buy
470
+468
+23,400% +$10.7K ﹤0.01% 741
2025
Q4 		$0 Sell
2
-23
-92% -$466 ﹤0.01% 1557
2025
Q3 		$1K Hold
25
– – ﹤0.01% 1283
2025
Q2 		$1K Buy
+25
New +$605 ﹤0.01% 1263
2025
Q1 		– Sell
-2
Closed – – 1564
2024
Q4 		$0 Buy
+2
New +$84 ﹤0.01% 1563
2023
Q1 		– Sell
-2
Closed – – 1526
2022
Q4 		$0 Sell
2
-3
-60% -$125 ﹤0.01% 1604
2022
Q3 		$0 Buy
+5
New +$197 ﹤0.01% 1493

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

Capital Advisors Ltd's SM Position: Q2 2026 in Review

Capital Advisors Ltd held its SM Energy (SM) position steady in Q2 2026 at 470 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Capital Advisors Ltd first reported a position in SM in Q3 2022 and has held it in 8 quarters since. The position peaked at $15K in Q1 2026. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Capital Advisors Ltd held 470 shares of SM Energy worth $12K as of Q2 2026.
  • Capital Advisors Ltd left its SM Energy share count unchanged in Q2 2026.
  • SM Energy made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #827 holding.
  • Capital Advisors Ltd first reported a position in SM Energy in Q3 2022 and has held it in 8 quarters since.
  • Capital Advisors Ltd's SM Energy position peaked at $15K in Q1 2026.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.