FCH
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Freestone Capital Holdings’s SM Energy SM Stock Holding History

Freestone Capital Holdings’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
-50,725
Closed -$1.58M – 681
2026
Q1 		$1.58M Buy
+50,725
New +$1.16M 0.05% 199

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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

Freestone Capital Holdings's SM Position: Q2 2026 in Review

Freestone Capital Holdings sold out of SM Energy (SM) in Q2 2026, closing a stake of 50,725 shares — an estimated $1.58M sold.

Freestone Capital Holdings first reported a position in SM in Q1 2026 and held it in 1 quarter. The position peaked at $1.58M in Q1 2026. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Freestone Capital Holdings reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
  • Freestone Capital Holdings sold 50,725 SM Energy shares in Q2 2026, an estimated $1.58M.
  • Freestone Capital Holdings first reported a position in SM Energy in Q1 2026 and held it in 1 quarter.
  • Freestone Capital Holdings's SM Energy position peaked at $1.58M in Q1 2026.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

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