JSSH
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J. Safra Sarasin Holding’s SM Energy SM Stock Holding History

J. Safra Sarasin Holding’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 		$2.14M Buy
+81,901
New +$2.46M 0.03% 249

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

J. Safra Sarasin Holding's SM Position: Q2 2026 in Review

J. Safra Sarasin Holding opened a new position in SM Energy (SM) in Q2 2026: 81,901 shares worth $2.14M. The stake represents 0.03% of the portfolio and ranks #249 among its holdings.

498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • J. Safra Sarasin Holding held 81,901 shares of SM Energy worth $2.14M as of Q2 2026.
  • SM Energy was a new J. Safra Sarasin Holding position in Q2 2026.
  • SM Energy made up 0.03% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #249 holding.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.