CI
SM icon

Corient IA’s SM Energy SM Stock Holding History

Corient IA’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 		$158K Hold
6,060
– – 0.15% 188
2026
Q1 		$189K Buy
+6,060
New +$138K 0.18% 209
2025
Q2 		– Sell
-7,500
Closed -$225K – 319
2025
Q1 		$225K Buy
+7,500
New +$269K 0.16% 256

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

Corient IA's SM Position: Q2 2026 in Review

Corient IA held its SM Energy (SM) position steady in Q2 2026 at 6,060 shares worth $158K. The position accounts for 0.15% of the portfolio, ranked #188.

Corient IA first reported a position in SM in Q1 2025 and has held it in 3 quarters since. The position peaked at $225K in Q1 2025. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Corient IA held 6,060 shares of SM Energy worth $158K as of Q2 2026.
  • Corient IA left its SM Energy share count unchanged in Q2 2026.
  • SM Energy made up 0.15% of Corient IA's portfolio in Q2 2026, its #188 holding.
  • Corient IA first reported a position in SM Energy in Q1 2025 and has held it in 3 quarters since.
  • Corient IA's SM Energy position peaked at $225K in Q1 2025.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.