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First Citizens Bank & Trust’s SM Energy SM Stock Holding History

First Citizens Bank & Trust’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 		$1.08M Buy
41,303
+925
+2% +$27.8K 0.02% 312
2026
Q1 		$1.26M Buy
+40,378
New +$921K 0.03% 267
2013
Q4 		– Sell
-6,243
Closed -$482K – 723
2013
Q3 		$482K Buy
6,243
+325
+5% +$22.5K 0.02% 725
2013
Q2 		$355K Buy
+5,918
New +$361K 0.01% 816

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 $3.38T AUM 44.17% 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

First Citizens Bank & Trust's SM Position: Q2 2026 in Review

First Citizens Bank & Trust increased its SM Energy (SM) stake by 2.3% in Q2 2026, buying an estimated $27.8K and bringing the position to 41,303 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #312.

First Citizens Bank & Trust first reported a position in SM in Q2 2013 and has held it in 4 quarters since. The position peaked at $1.26M in Q1 2026. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • First Citizens Bank & Trust held 41,303 shares of SM Energy worth $1.08M as of Q2 2026.
  • First Citizens Bank & Trust bought 925 SM Energy shares in Q2 2026, an estimated $27.8K.
  • SM Energy made up 0.02% of First Citizens Bank & Trust's portfolio in Q2 2026, its #312 holding.
  • First Citizens Bank & Trust first reported a position in SM Energy in Q2 2013 and has held it in 4 quarters since.
  • First Citizens Bank & Trust's SM Energy position peaked at $1.26M in Q1 2026.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.