EWP
SM icon

Elevation Wealth Partners’s SM Energy SM Stock Holding History

Elevation Wealth Partners’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 		$10.7K Hold
316
– – ﹤0.01% 870
2026
Q2 		$8.25K Hold
316
– – ﹤0.01% 874
2026
Q1 		$9.85K Buy
+316
New +$7.21K ﹤0.01% 514

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
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 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

Elevation Wealth Partners's SM Position: Q3 2026 in Review

Elevation Wealth Partners held its SM Energy (SM) position steady in Q3 2026 at 316 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Elevation Wealth Partners first reported a position in SM in Q1 2026 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • Elevation Wealth Partners held 316 shares of SM Energy worth $10.7K as of Q3 2026.
  • Elevation Wealth Partners left its SM Energy share count unchanged in Q3 2026.
  • SM Energy made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #870 holding.
  • Elevation Wealth Partners first reported a position in SM Energy in Q1 2026 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.