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Central Trust Company’s SM Energy SM Stock Holding History

Central Trust Company’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
-12
Closed -$375 – 1670
2026
Q1 		$375 Hold
12
– – ﹤0.01% 1518
2025
Q4 		$225 Buy
+12
New +$243 ﹤0.01% 1499
2017
Q2 		– Sell
-7
Closed – – 1299
2017
Q1 		$0 Sell
7
-593
-99% -$16.4K ﹤0.01% 1196
2016
Q4 		$21K Hold
600
– – ﹤0.01% 879
2016
Q3 		$23K Hold
600
– – ﹤0.01% 822
2016
Q2 		$16K Hold
600
– – ﹤0.01% 901
2016
Q1 		$11K Hold
600
– – ﹤0.01% 940
2015
Q4 		$12K Hold
600
– – ﹤0.01% 950
2015
Q3 		$19K Hold
600
– – ﹤0.01% 850
2015
Q2 		$28K Hold
600
– – ﹤0.01% 789
2015
Q1 		$31K Hold
600
– – ﹤0.01% 742
2014
Q4 		$23K Hold
600
– – ﹤0.01% 784
2014
Q3 		$47K Sell
600
-373
-38% -$30.4K ﹤0.01% 674
2014
Q2 		$81K Sell
973
-537
-36% -$41.2K 0.01% 574
2014
Q1 		$108K Sell
1,510
-336
-18% -$26.3K 0.01% 524
2013
Q4 		$154K Buy
1,846
+951
+106% +$81.1K 0.01% 454
2013
Q3 		$69K Buy
895
+295
+49% +$20.4K 0.01% 576
2013
Q2 		$36K Buy
+600
New +$36.6K ﹤0.01% 685

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

Central Trust Company's SM Position: Q2 2026 in Review

Central Trust Company sold out of SM Energy (SM) in Q2 2026, closing a stake of 12 shares — an estimated $375 sold.

Central Trust Company first reported a position in SM in Q2 2013 and held it in 18 quarters. The position peaked at $154K in Q4 2013. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Central Trust Company reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
  • Central Trust Company sold 12 SM Energy shares in Q2 2026, an estimated $375.
  • Central Trust Company first reported a position in SM Energy in Q2 2013 and held it in 18 quarters.
  • Central Trust Company's SM Energy position peaked at $154K in Q4 2013.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.