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Hantz Financial Services’s SM Energy SM Stock Holding History

Hantz Financial Services’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 		$183K Buy
7,025
+1,349
+24% +$40.5K ﹤0.01% 1147
2026
Q1 		$177K Buy
5,676
+2,124
+60% +$48.5K ﹤0.01% 1039
2025
Q4 		$66K Buy
3,552
+2,122
+148% +$43K ﹤0.01% 1318
2025
Q3 		$36K Buy
1,430
+984
+221% +$26.5K ﹤0.01% 1346
2025
Q2 		$11K Buy
446
+371
+495% +$8.98K ﹤0.01% 1486
2025
Q1 		$2K Buy
+75
New +$2.69K ﹤0.01% 1420

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

Hantz Financial Services's SM Position: Q2 2026 in Review

Hantz Financial Services increased its SM Energy (SM) stake by 24% in Q2 2026, buying an estimated $40.5K and bringing the position to 7,025 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Hantz Financial Services first reported a position in SM in Q1 2025 and has held it in 6 quarters since. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Hantz Financial Services held 7,025 shares of SM Energy worth $183K as of Q2 2026.
  • Hantz Financial Services bought 1,349 SM Energy shares in Q2 2026, an estimated $40.5K.
  • SM Energy made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1147 holding.
  • Hantz Financial Services first reported a position in SM Energy in Q1 2025 and has held it in 6 quarters since.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.