Everence Capital Management
SM icon

Everence Capital Management’s SM Energy SM Stock Holding History

Everence Capital Management’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 		$325K Buy
9,614
+1,324
+16% +$44.3K 0.02% 574
2026
Q2 		$216K Sell
8,290
-1,375
-14% -$41.3K 0.01% 793
2026
Q1 		$301K Buy
+9,665
New +$221K 0.02% 571
2025
Q4 		– Sell
-8,290
Closed -$207K – 832
2025
Q3 		$207K Hold
8,290
– – 0.01% 762
2025
Q2 		$205K Buy
+8,290
New +$201K 0.01% 749
2025
Q1 		– Sell
-5,650
Closed -$219K – 837
2024
Q4 		$219K Sell
5,650
-25,960
-82% -$1.1M 0.01% 741
2024
Q3 		$1.26M Buy
31,610
+8,640
+38% +$375K 0.08% 190
2024
Q2 		$1.11M Hold
22,970
– – 0.08% 204
2024
Q1 		$1.14M Hold
22,970
– – 0.08% 211
2023
Q4 		$889K Hold
22,970
– – 0.06% 253
2023
Q3 		$911K Buy
+22,970
New +$871K 0.07% 235

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State Street
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Vanguard Capital Management
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American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Donald Smith & Co
Donald Smith & Co New York $5.71B AUM 26.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Everence Capital Management's SM Position: Q3 2026 in Review

Everence Capital Management increased its SM Energy (SM) stake by 16% in Q3 2026, buying an estimated $44.3K and bringing the position to 9,614 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #574.

Everence Capital Management first reported a position in SM in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.26M in Q3 2024. 414 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • Everence Capital Management held 9,614 shares of SM Energy worth $325K as of Q3 2026.
  • Everence Capital Management bought 1,324 SM Energy shares in Q3 2026, an estimated $44.3K.
  • SM Energy made up 0.02% of Everence Capital Management's portfolio in Q3 2026, its #574 holding.
  • Everence Capital Management first reported a position in SM Energy in Q3 2023 and has held it in 11 quarters since.
  • Everence Capital Management's SM Energy position peaked at $1.26M in Q3 2024.
  • 414 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on Everence Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.