Focus Partners Advisor Solutions’s SM Energy SM Stock Holding History

Focus Partners Advisor Solutions’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	$200K	Buy	+5,921	New	+$198K	﹤0.01%	1301

Other funds holding SM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Focus Partners Advisor Solutions's SM Position: Q3 2026 in Review

Focus Partners Advisor Solutions opened a new position in SM Energy (SM) in Q3 2026: 5,921 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #1301 among its holdings.

292 funds tracked by Wall St. Rank hold SM as of Q3 2026.

Focus Partners Advisor Solutions held 5,921 shares of SM Energy worth $200K as of Q3 2026.
SM Energy was a new Focus Partners Advisor Solutions position in Q3 2026.
SM Energy made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q3 2026, its #1301 holding.
292 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2026, filed 10 Nov 2026.