Fortis Capital Advisors’s SM Energy SM Stock Holding History

Fortis Capital 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 Q2	–	Sell	-6,987	Closed	-$218K	–	457
2026 Q1	$218K	Buy	+6,987	New	+$159K	0.03%	349

Other funds holding SM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fortis Capital Advisors's SM Position: Q2 2026 in Review

Fortis Capital Advisors sold out of SM Energy (SM) in Q2 2026, closing a stake of 6,987 shares — an estimated $218K sold.

Fortis Capital Advisors first reported a position in SM in Q1 2026 and held it in 1 quarter. The position peaked at $218K in Q1 2026. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

Fortis Capital Advisors reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
Fortis Capital Advisors sold 6,987 SM Energy shares in Q2 2026, an estimated $218K.
Fortis Capital Advisors first reported a position in SM Energy in Q1 2026 and held it in 1 quarter.
Fortis Capital Advisors's SM Energy position peaked at $218K in Q1 2026.
499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.