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Freestone Grove Partners’s SM Energy SM Stock Holding History

Freestone Grove Partners’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 		$311K Buy
+11,914
New +$358K ﹤0.01% 744
2026
Q1 		– Sell
-168,844
Closed -$3.16M – 1159
2025
Q4 		$3.16M Buy
168,844
+149,390
+768% +$3.03M 0.02% 380
2025
Q3 		$486K Sell
19,454
-498,692
-96% -$13.4M ﹤0.01% 538
2025
Q2 		$12.8M Buy
518,146
+315,323
+155% +$7.63M 0.1% 252
2025
Q1 		$6.07M Buy
+202,823
New +$7.27M 0.06% 267

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

Freestone Grove Partners's SM Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in SM Energy (SM) in Q2 2026: 11,914 shares worth $311K. The stake represents ﹤0.01% of the portfolio and ranks #744 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in SM as recently as Q4 2025.

Freestone Grove Partners first reported a position in SM in Q1 2025 and has held it in 5 quarters since. The position peaked at $12.8M in Q2 2025. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Freestone Grove Partners held 11,914 shares of SM Energy worth $311K as of Q2 2026.
  • SM Energy was a new Freestone Grove Partners position in Q2 2026.
  • SM Energy made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #744 holding.
  • Freestone Grove Partners first reported a position in SM Energy in Q1 2025 and has held it in 5 quarters since.
  • Freestone Grove Partners's SM Energy position peaked at $12.8M in Q2 2025.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.