James T. Borello
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James T. Borello’s SM Energy SM Stock Holding History

James T. Borello’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
Q3 		$101 Buy
+3
New +$100 ﹤0.01% 1203
2026
Q1 		– Sell
-10
Closed -$187 – 1243
2025
Q4 		$187 Buy
+10
New +$203 ﹤0.01% 1023

Other funds holding SM

Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

James T. Borello's SM Position: Q3 2026 in Review

James T. Borello opened a new position in SM Energy (SM) in Q3 2026: 3 shares worth $101. The stake represents ﹤0.01% of the portfolio and ranks #1203 among its holdings. This is a return to the name: James T. Borello previously reported a position in SM as recently as Q4 2025.

James T. Borello first reported a position in SM in Q4 2025 and has held it in 2 quarters since. The position peaked at $187 in Q4 2025. 137 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • James T. Borello held 3 shares of SM Energy worth $101 as of Q3 2026.
  • SM Energy was a new James T. Borello position in Q3 2026.
  • SM Energy made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1203 holding.
  • James T. Borello first reported a position in SM Energy in Q4 2025 and has held it in 2 quarters since.
  • James T. Borello's SM Energy position peaked at $187 in Q4 2025.
  • 137 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.