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Gryphon Financial Partners’s SM Energy SM Stock Holding History

Gryphon Financial 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 		$341K Buy
13,067
+1,151
+10% +$34.6K 0.03% 285
2026
Q1 		$372K Buy
+11,916
New +$272K 0.04% 256
2025
Q4 		– Sell
-13,030
Closed -$325K – 348
2025
Q3 		$325K Buy
+13,030
New +$351K 0.04% 250

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 $3.38T 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 $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

Gryphon Financial Partners's SM Position: Q2 2026 in Review

Gryphon Financial Partners increased its SM Energy (SM) stake by 9.7% in Q2 2026, buying an estimated $34.6K and bringing the position to 13,067 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #285.

Gryphon Financial Partners first reported a position in SM in Q3 2025 and has held it in 3 quarters since. The position peaked at $372K in Q1 2026. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Gryphon Financial Partners held 13,067 shares of SM Energy worth $341K as of Q2 2026.
  • Gryphon Financial Partners bought 1,151 SM Energy shares in Q2 2026, an estimated $34.6K.
  • SM Energy made up 0.03% of Gryphon Financial Partners's portfolio in Q2 2026, its #285 holding.
  • Gryphon Financial Partners first reported a position in SM Energy in Q3 2025 and has held it in 3 quarters since.
  • Gryphon Financial Partners's SM Energy position peaked at $372K in Q1 2026.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.