CF
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Collier Financial’s SM Energy SM Stock Holding History

Collier Financial’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 		$339 Hold
13
– – ﹤0.01% 140
2026
Q1 		$405 Buy
+13
New +$297 ﹤0.01% 134

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

Collier Financial's SM Position: Q2 2026 in Review

Collier Financial held its SM Energy (SM) position steady in Q2 2026 at 13 shares worth $339. The position accounts for ﹤0.01% of the portfolio, ranked #140.

Collier Financial first reported a position in SM in Q1 2026 and has held it in 2 quarters since. The position peaked at $405 in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Collier Financial held 13 shares of SM Energy worth $339 as of Q2 2026.
  • Collier Financial left its SM Energy share count unchanged in Q2 2026.
  • SM Energy made up ﹤0.01% of Collier Financial's portfolio in Q2 2026, its #140 holding.
  • Collier Financial first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
  • Collier Financial's SM Energy position peaked at $405 in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Collier Financial's 13F filing for Q2 2026, filed 30 Jul 2026.