GFPC
SM icon

Global Financial Private Client’s SM Energy SM Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-13
Closed -$389 – 1367
2025
Q1 		$389 Buy
13
+5
+63% +$179 ﹤0.01% 1371
2024
Q4 		$310 Buy
+8
New +$338 ﹤0.01% 1100

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Global Financial Private Client's SM Position: Q2 2025 in Review

Global Financial Private Client sold out of SM Energy (SM) in Q2 2025, closing a stake of 13 shares — an estimated $389 sold.

Global Financial Private Client first reported a position in SM in Q4 2024 and held it in 2 quarters. The position peaked at $389 in Q1 2025. 372 funds tracked by Wall St. Rank hold SM as of Q2 2025.

  • Global Financial Private Client reported no remaining SM Energy position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 13 SM Energy shares in Q2 2025, an estimated $389.
  • Global Financial Private Client first reported a position in SM Energy in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's SM Energy position peaked at $389 in Q1 2025.
  • 372 funds tracked by Wall St. Rank held SM Energy as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.