Chicago Partners Investment Group’s SM Energy SM Stock Holding History

Chicago Partners Investment Group’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	$241K	Buy	+7,187	New	+$216K	﹤0.01%	1351

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Chicago Partners Investment Group's SM Position: Q2 2026 in Review

Chicago Partners Investment Group opened a new position in SM Energy (SM) in Q2 2026: 7,187 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #1351 among its holdings.

498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

Chicago Partners Investment Group held 7,187 shares of SM Energy worth $241K as of Q2 2026.
SM Energy was a new Chicago Partners Investment Group position in Q2 2026.
SM Energy made up ﹤0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1351 holding.
498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.