Fuller & Thaler Asset Management’s SM Energy SM Stock Holding History

Fuller & Thaler Asset Management’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	$59.5M	Buy	+2,280,261	New	+$68.5M	0.16%	204

Other funds holding SM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fuller & Thaler Asset Management's SM Position: Q2 2026 in Review

Fuller & Thaler Asset Management opened a new position in SM Energy (SM) in Q2 2026: 2,280,261 shares worth $59.5M. The stake represents 0.16% of the portfolio and ranks #204 among its holdings.

303 funds tracked by Wall St. Rank hold SM as of Q2 2026.

Fuller & Thaler Asset Management held 2,280,261 shares of SM Energy worth $59.5M as of Q2 2026.
SM Energy was a new Fuller & Thaler Asset Management position in Q2 2026.
SM Energy made up 0.16% of Fuller & Thaler Asset Management's portfolio in Q2 2026, its #204 holding.
303 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Fuller & Thaler Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.