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Jefferies Financial Group’s SM Energy SM Stock Holding History

Jefferies Financial Group’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 		– Sell
-54,982
Closed -$1.03M – 2169
2025
Q4 		$1.03M Buy
+54,982
New +$1.11M 0.01% 1065
2025
Q3 		– Sell
-20,966
Closed -$518K – 1661
2025
Q2 		$518K Sell
20,966
-922
-4% -$22.3K ﹤0.01% 897
2025
Q1 		$656K Buy
+21,888
New +$785K 0.01% 967
2023
Q4 		– Sell
-22,692
Closed -$900K – 1968
2023
Q3 		$900K Buy
22,692
+10,266
+83% +$389K 0.01% 864
2023
Q2 		$393K Sell
12,426
-3,162
-20% -$89.3K ﹤0.01% 1257
2023
Q1 		$439K Buy
+15,588
New +$476K ﹤0.01% 1131

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Jefferies Financial Group's SM Position: Q1 2026 in Review

Jefferies Financial Group sold out of SM Energy (SM) in Q1 2026, closing a stake of 54,982 shares — an estimated $1.03M sold.

Jefferies Financial Group first reported a position in SM in Q1 2023 and held it in 6 quarters. The position peaked at $1.03M in Q4 2025. 514 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Jefferies Financial Group reported no remaining SM Energy position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 54,982 SM Energy shares in Q1 2026, an estimated $1.03M.
  • Jefferies Financial Group first reported a position in SM Energy in Q1 2023 and held it in 6 quarters.
  • Jefferies Financial Group's SM Energy position peaked at $1.03M in Q4 2025.
  • 514 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.