Janney Montgomery Scott

Janney Montgomery Scott’s SM Energy SM Stock Holding History

Janney Montgomery Scott’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 Q1	$583K	Buy	+18,706	New	+$427K	﹤0.01%	1951
2025 Q4	–	Sell	-9,857	Closed	-$246K	–	3017
2025 Q3	$246K	Buy	9,857 +694	+8%	+$18.7K	﹤0.01%	2610
2025 Q2	$226K	Sell	9,163 -12,095	-57%	-$293K	﹤0.01%	2503
2025 Q1	$637K	Buy	21,258 +518	+2%	+$18.6K	﹤0.01%	1823
2024 Q4	$804K	Sell	20,740 -1,617	-7%	-$68.3K	﹤0.01%	1700
2024 Q3	$894K	Buy	22,357 +13,215	+145%	+$573K	﹤0.01%	1577
2024 Q2	$395K	Sell	9,142 -292	-3%	-$14.3K	﹤0.01%	2056
2024 Q1	$470K	Buy	9,434 +813	+9%	+$33.2K	﹤0.01%	2047
2023 Q4	$334K	Buy	8,621 +1,768	+26%	+$68.2K	﹤0.01%	2153
2023 Q3	$272K	Buy	+6,853	New	+$260K	﹤0.01%	2193
2015 Q3	–	Sell	-7,380	Closed	-$340K	–	1459
2015 Q2	$340K	Sell	7,380 -777	-10%	-$41K	0.01%	1417
2015 Q1	$422K	Buy	8,157 +718	+10%	+$31.2K	0.01%	1496
2014 Q4	$287K	Buy	+7,439	New	+$373K	0.01%	1725
2014 Q3	–	Sell	-3,422	Closed	-$288K	–	2321
2014 Q2	$288K	Buy	+3,422	New	+$262K	0.01%	1648

Other funds holding SM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return