CA
SM icon

CoreCap Advisors’s SM Energy SM Stock Holding History

CoreCap Advisors’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
Q3 		$32.9K Buy
974
+661
+211% +$22.1K ﹤0.01% 1593
2026
Q2 		$8.17K Buy
313
+301
+2,508% +$9.04K ﹤0.01% 2138
2026
Q1 		$374 Buy
+12
New +$274 ﹤0.01% 2697
2025
Q2 		– Sell
-15
Closed -$449 – 3199
2025
Q1 		$449 Buy
+15
New +$538 ﹤0.01% 2720

Other funds holding SM

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

CoreCap Advisors's SM Position: Q3 2026 in Review

CoreCap Advisors increased its SM Energy (SM) stake by 211% in Q3 2026, buying an estimated $22.1K and bringing the position to 974 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

CoreCap Advisors first reported a position in SM in Q1 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • CoreCap Advisors held 974 shares of SM Energy worth $32.9K as of Q3 2026.
  • CoreCap Advisors bought 661 SM Energy shares in Q3 2026, an estimated $22.1K.
  • SM Energy made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1593 holding.
  • CoreCap Advisors first reported a position in SM Energy in Q1 2025 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.