JWA
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JFS Wealth Advisors’s SM Energy SM Stock Holding History

JFS Wealth Advisors’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 		$2.69K Buy
103
+73
+243% +$2.19K ﹤0.01% 1509
2026
Q1 		$936 Hold
30
– – ﹤0.01% 1683
2025
Q4 		$567 Buy
30
+28
+1,400% +$567 ﹤0.01% 1785
2025
Q3 		$50 Sell
2
-1
-33% -$27 ﹤0.01% 1868
2025
Q2 		$75 Sell
3
-50
-94% -$1.21K ﹤0.01% 1821
2025
Q1 		$1.59K Sell
53
-47
-47% -$1.69K ﹤0.01% 1543
2024
Q4 		$3.88K Buy
100
+18
+22% +$760 ﹤0.01% 1221
2024
Q3 		$3.28K Sell
82
-5
-6% -$217 ﹤0.01% 1279
2024
Q2 		$3.76K Buy
87
+8
+10% +$393 ﹤0.01% 1180
2024
Q1 		$3.94K Hold
79
– – ﹤0.01% 1187
2023
Q4 		$3.06K Sell
79
-6
-7% -$231 ﹤0.01% 1250
2023
Q3 		$3.37K Buy
85
+44
+107% +$1.67K ﹤0.01% 1156
2023
Q2 		$1.3K Buy
41
+25
+156% +$706 ﹤0.01% 1525
2023
Q1 		$451 Sell
16
-52
-76% -$1.59K ﹤0.01% 1734
2022
Q4 		$2.37K Buy
68
+3
+5% +$125 ﹤0.01% 1308
2022
Q3 		$2K Sell
65
-12
-16% -$472 ﹤0.01% 1392
2022
Q2 		$3K Buy
77
+41
+114% +$1.67K ﹤0.01% 1236
2022
Q1 		$1K Buy
36
+25
+227% +$901 ﹤0.01% 1730
2021
Q4 		$0 Buy
+11
New +$343 ﹤0.01% 1873

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

JFS Wealth Advisors's SM Position: Q2 2026 in Review

JFS Wealth Advisors increased its SM Energy (SM) stake by 243% in Q2 2026, buying an estimated $2.19K and bringing the position to 103 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

JFS Wealth Advisors first reported a position in SM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.94K in Q1 2024. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • JFS Wealth Advisors held 103 shares of SM Energy worth $2.69K as of Q2 2026.
  • JFS Wealth Advisors bought 73 SM Energy shares in Q2 2026, an estimated $2.19K.
  • SM Energy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1509 holding.
  • JFS Wealth Advisors first reported a position in SM Energy in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's SM Energy position peaked at $3.94K in Q1 2024.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.