First National Bank of Omaha’s SM Energy SM Stock Holding History

First National Bank of Omaha’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
2025 Q4	–	Sell	-69,935	Closed	-$1.75M	–	510
2025 Q3	$1.75M	Buy	69,935 +2,623	+4%	+$70.7K	0.11%	199
2025 Q2	$1.66M	Buy	67,312 +853	+1%	+$20.7K	0.11%	201
2025 Q1	$1.99M	Buy	66,459 +1,190	+2%	+$42.7K	0.14%	185
2024 Q4	$2.53M	Sell	65,269 -535	-0.8%	-$22.6K	0.16%	162
2024 Q3	$2.63M	Buy	65,804 +4,534	+7%	+$197K	0.17%	163
2024 Q2	$2.65M	Sell	61,270 -5,189	-8%	-$255K	0.17%	152
2024 Q1	$1.99M	Buy	66,459 +250	+0.4%	+$10.2K	0.14%	185
2023 Q4	$2.56M	Buy	66,209 +3,825	+6%	+$147K	0.16%	162
2023 Q3	$2.47M	Buy	62,384 +3	+0%	+$114	0.16%	154
2023 Q2	$1.97M	Buy	62,381 +11,134	+22%	+$315K	0.11%	185
2023 Q1	$1.44M	Buy	51,247 +11,125	+28%	+$339K	0.09%	201
2022 Q4	$1.4M	Buy	40,122 +6,981	+21%	+$290K	0.09%	205
2022 Q3	$1.25M	Buy	+33,141	New	+$1.3M	0.08%	208
2015 Q1	–	Sell	-7,175	Closed	-$277K	–	375
2014 Q4	$277K	Buy	7,175 +3,100	+76%	+$155K	0.02%	348
2014 Q3	$318K	Hold	4,075	–	–	0.02%	341
2014 Q2	$343K	Sell	4,075 -250	-6%	-$19.2K	0.02%	339
2014 Q1	$308K	Hold	4,325	–	–	0.02%	350
2013 Q4	$359K	Sell	4,325 -5,175	-54%	-$441K	0.03%	331
2013 Q3	$733K	Buy	9,500 +300	+3%	+$20.8K	0.06%	219
2013 Q2	$552	Buy	+9,200	New	+$561K	0.05%	253

Other funds holding SM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

First National Bank of Omaha's SM Position: Q4 2025 in Review

First National Bank of Omaha sold out of SM Energy (SM) in Q4 2025, closing a stake of 69,935 shares — an estimated $1.75M sold.

First National Bank of Omaha first reported a position in SM in Q2 2013 and held it in 20 quarters. The position peaked at $2.65M in Q2 2024. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

First National Bank of Omaha reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
First National Bank of Omaha sold 69,935 SM Energy shares in Q4 2025, an estimated $1.75M.
First National Bank of Omaha first reported a position in SM Energy in Q2 2013 and held it in 20 quarters.
First National Bank of Omaha's SM Energy position peaked at $2.65M in Q2 2024.
344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on First National Bank of Omaha's 13F filing for Q4 2025, filed 13 Feb 2026.