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BFC Planning, Inc.’s SM Energy SM Stock Holding History

BFC Planning, Inc.’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 		$223K Buy
8,559
+8,486
+11,625% +$255K 0.01% 891
2026
Q1 		$2.29K Buy
73
+1
+1% +$23 ﹤0.01% 2559
2025
Q4 		$1.35K Buy
72
+42
+140% +$851 ﹤0.01% 2730
2025
Q3 		$749 Hold
30
– – ﹤0.01% 2684
2025
Q2 		$741 Sell
30
-32
-52% -$775 ﹤0.01% 2497
2025
Q1 		$1.86K Hold
62
– – ﹤0.01% 2322
2024
Q4 		$2.4K Buy
+62
New +$2.62K ﹤0.01% 2236

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
Aristeia Capital
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $551B AUM 33.95% 1-Year Est. Return
Donald Smith & Co
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

BFC Planning, Inc.'s SM Position: Q2 2026 in Review

BFC Planning, Inc. increased its SM Energy (SM) stake by 11,625% in Q2 2026, buying an estimated $255K and bringing the position to 8,559 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #891.

BFC Planning, Inc. first reported a position in SM in Q4 2024 and has held it in 7 quarters since. 501 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • BFC Planning, Inc. held 8,559 shares of SM Energy worth $223K as of Q2 2026.
  • BFC Planning, Inc. bought 8,486 SM Energy shares in Q2 2026, an estimated $255K.
  • SM Energy made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #891 holding.
  • BFC Planning, Inc. first reported a position in SM Energy in Q4 2024 and has held it in 7 quarters since.
  • 501 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.