FFA
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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
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

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

Farther Finance Advisors's SM Position: Q2 2026 in Review

Farther Finance Advisors reduced its SM Energy (SM) stake by 57% in Q2 2026, selling an estimated $138K and leaving 3,460 shares worth $90.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2786.

Farther Finance Advisors first reported a position in SM in Q1 2023 and has held it in 14 quarters since. The position peaked at $237K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Farther Finance Advisors held 3,460 shares of SM Energy worth $90.3K as of Q2 2026.
  • Farther Finance Advisors sold 4,584 SM Energy shares in Q2 2026, an estimated $138K.
  • SM Energy made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2786 holding.
  • Farther Finance Advisors first reported a position in SM Energy in Q1 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's SM Energy position peaked at $237K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.