EWA
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EP Wealth Advisors’s SM Energy SM Stock Holding History

EP Wealth 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
Q2 		$409K Buy
15,678
+1,853
+13% +$55.7K ﹤0.01% 1125
2026
Q1 		$431K Buy
+13,825
New +$315K ﹤0.01% 973

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

EP Wealth Advisors's SM Position: Q2 2026 in Review

EP Wealth Advisors increased its SM Energy (SM) stake by 13% in Q2 2026, buying an estimated $55.7K and bringing the position to 15,678 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

EP Wealth Advisors first reported a position in SM in Q1 2026 and has held it in 2 quarters since. The position peaked at $431K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • EP Wealth Advisors held 15,678 shares of SM Energy worth $409K as of Q2 2026.
  • EP Wealth Advisors bought 1,853 SM Energy shares in Q2 2026, an estimated $55.7K.
  • SM Energy made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1125 holding.
  • EP Wealth Advisors first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
  • EP Wealth Advisors's SM Energy position peaked at $431K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.