IEQ Capital’s SM Energy SM Stock Holding History

IEQ Capital’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	–	Sell	-23,696	Closed	-$739K	–	2167
2026 Q1	$739K	Buy	+23,696	New	+$541K	﹤0.01%	1133

Other funds holding SM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

DSC

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

IEQ Capital's SM Position: Q2 2026 in Review

IEQ Capital sold out of SM Energy (SM) in Q2 2026, closing a stake of 23,696 shares — an estimated $739K sold.

IEQ Capital first reported a position in SM in Q1 2026 and held it in 1 quarter. The position peaked at $739K in Q1 2026. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

IEQ Capital reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
IEQ Capital sold 23,696 SM Energy shares in Q2 2026, an estimated $739K.
IEQ Capital first reported a position in SM Energy in Q1 2026 and held it in 1 quarter.
IEQ Capital's SM Energy position peaked at $739K in Q1 2026.
499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.