IP
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Interval Partners’s SM Energy SM Stock Holding History

Interval 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 		– Sell
-7,054
Closed -$220K – 361
2026
Q1 		$220K Buy
+7,054
New +$161K 0.01% 258

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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

Interval Partners's SM Position: Q2 2026 in Review

Interval Partners sold out of SM Energy (SM) in Q2 2026, closing a stake of 7,054 shares — an estimated $220K sold.

Interval Partners first reported a position in SM in Q1 2026 and held it in 1 quarter. The position peaked at $220K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Interval Partners reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
  • Interval Partners sold 7,054 SM Energy shares in Q2 2026, an estimated $220K.
  • Interval Partners first reported a position in SM Energy in Q1 2026 and held it in 1 quarter.
  • Interval Partners's SM Energy position peaked at $220K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Interval Partners's 13F filing for Q2 2026, filed 14 Aug 2026.