Focus Partners Wealth
SM icon

Focus Partners Wealth’s SM Energy SM Stock Holding History

Focus Partners Wealth’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 		$1.85M Sell
70,698
-144,275
-67% -$4.33M ﹤0.01% 1391
2026
Q1 		$6.7M Buy
+214,973
New +$4.9M 0.01% 840
2025
Q2 		– Sell
-104,654
Closed -$3.13M – 2122
2025
Q1 		$3.13M Buy
104,654
+1,434
+1% +$51.4K 0.01% 747
2024
Q4 		$4M Buy
103,220
+604
+0.6% +$25.5K 0.01% 674
2024
Q3 		$4.1M Sell
102,616
-2,928
-3% -$127K 0.01% 606
2024
Q2 		$4.56M Buy
105,544
+4,570
+5% +$224K 0.02% 511
2024
Q1 		$5.03M Buy
100,974
+11,120
+12% +$455K 0.04% 321
2023
Q4 		$3.48M Buy
+89,854
New +$3.46M 0.05% 274

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

Focus Partners Wealth's SM Position: Q2 2026 in Review

Focus Partners Wealth reduced its SM Energy (SM) stake by 67% in Q2 2026, selling an estimated $4.33M and leaving 70,698 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

Focus Partners Wealth first reported a position in SM in Q4 2023 and has held it in 8 quarters since. The position peaked at $6.7M in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Focus Partners Wealth held 70,698 shares of SM Energy worth $1.85M as of Q2 2026.
  • Focus Partners Wealth sold 144,275 SM Energy shares in Q2 2026, an estimated $4.33M.
  • SM Energy made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1391 holding.
  • Focus Partners Wealth first reported a position in SM Energy in Q4 2023 and has held it in 8 quarters since.
  • Focus Partners Wealth's SM Energy position peaked at $6.7M in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.