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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return