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 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	$1.15M	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

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Everence Capital Management's SM Position: Q2 2026 in Review

Everence Capital Management reduced its SM Energy (SM) stake by 14% in Q2 2026, selling an estimated $41.3K and leaving 8,290 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #793.

Everence Capital Management first reported a position in SM in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.26M in Q3 2024. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

Everence Capital Management held 8,290 shares of SM Energy worth $216K as of Q2 2026.
Everence Capital Management sold 1,375 SM Energy shares in Q2 2026, an estimated $41.3K.
SM Energy made up 0.01% of Everence Capital Management's portfolio in Q2 2026, its #793 holding.
Everence Capital Management first reported a position in SM Energy in Q3 2023 and has held it in 10 quarters since.
Everence Capital Management's SM Energy position peaked at $1.26M in Q3 2024.
499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.