FFA
SM icon

Farther Finance Advisors’s SM Energy SM Stock Holding History

Farther Finance 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
Q3 		$114K Sell
3,362
-98
-3% -$3.28K ﹤0.01% 2759
2026
Q2 		$90.3K Sell
3,460
-4,584
-57% -$138K ﹤0.01% 2786
2026
Q1 		$237K Buy
8,044
+7,019
+685% +$160K ﹤0.01% 1903
2025
Q4 		$19.2K Sell
1,025
-237
-19% -$4.8K ﹤0.01% 3477
2025
Q3 		$31.5K Buy
1,262
+272
+27% +$7.34K ﹤0.01% 2737
2025
Q2 		$24.5K Buy
990
+80
+9% +$1.94K ﹤0.01% 2551
2025
Q1 		$27.1K Sell
910
-621
-41% -$22.3K ﹤0.01% 2222
2024
Q4 		$59.3K Buy
1,531
+1
+0.1% +$42 ﹤0.01% 1571
2024
Q3 		$61.2K Sell
1,530
-28
-2% -$1.22K ﹤0.01% 1538
2024
Q2 		$68K Buy
1,558
+1,314
+539% +$64.5K ﹤0.01% 1283
2024
Q1 		$12.3K Sell
244
-9
-4% -$368 ﹤0.01% 1677
2023
Q4 		$9.8K Buy
253
+220
+667% +$8.48K ﹤0.01% 1617
2023
Q3 		$1.31K Buy
33
+17
+106% +$645 ﹤0.01% 2000
2023
Q2 		$506 Buy
16
+11
+220% +$311 ﹤0.01% 2152
2023
Q1 		$141 Buy
+5
New +$153 ﹤0.01% 2258

Other funds holding SM

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 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

Farther Finance Advisors's SM Position: Q3 2026 in Review

Farther Finance Advisors reduced its SM Energy (SM) stake by 2.8% in Q3 2026, selling an estimated $3.28K and leaving 3,362 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #2759.

Farther Finance Advisors first reported a position in SM in Q1 2023 and has held it in 15 quarters since. The position peaked at $237K in Q1 2026. 24 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • Farther Finance Advisors held 3,362 shares of SM Energy worth $114K as of Q3 2026.
  • Farther Finance Advisors sold 98 SM Energy shares in Q3 2026, an estimated $3.28K.
  • SM Energy made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2759 holding.
  • Farther Finance Advisors first reported a position in SM Energy in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's SM Energy position peaked at $237K in Q1 2026.
  • 24 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.