JMN Financial’s SM Energy SM Stock Holding History

JMN Financial’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	–	Sell	-9,256	Closed	-$289K	–	256
2026 Q1	$289K	Buy	+9,256	New	+$211K	0.28%	117

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JMN Financial's SM Position: Q2 2026 in Review

JMN Financial sold out of SM Energy (SM) in Q2 2026, closing a stake of 9,256 shares — an estimated $289K sold.

JMN Financial first reported a position in SM in Q1 2026 and held it in 1 quarter. The position peaked at $289K in Q1 2026. 463 funds tracked by Wall St. Rank hold SM as of Q2 2026.

JMN Financial reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
JMN Financial sold 9,256 SM Energy shares in Q2 2026, an estimated $289K.
JMN Financial first reported a position in SM Energy in Q1 2026 and held it in 1 quarter.
JMN Financial's SM Energy position peaked at $289K in Q1 2026.
463 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.