Jones Financial Companies
SM icon

Jones Financial Companies’s SM Energy SM Stock Holding History

Jones Financial Companies’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 		$1.06M Buy
40,070
+10,142
+34% +$305K ﹤0.01% 1868
2026
Q1 		$979K Buy
29,928
+27,747
+1,272% +$633K ﹤0.01% 1727
2025
Q4 		$40.8K Buy
2,181
+981
+82% +$19.9K ﹤0.01% 2622
2025
Q3 		$33.1K Buy
1,200
+912
+317% +$24.6K ﹤0.01% 2554
2025
Q2 		$7.23K Buy
288
+70
+32% +$1.7K ﹤0.01% 2995
2025
Q1 		$6.41K Buy
218
+168
+336% +$6.03K ﹤0.01% 2868
2024
Q4 		$1.94K Sell
50
-9
-15% -$380 ﹤0.01% 3003
2024
Q3 		$2.35K Buy
59
+9
+18% +$390 ﹤0.01% 2639
2024
Q2 		$2.16K Buy
+50
New +$2.46K ﹤0.01% 2140

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

Jones Financial Companies's SM Position: Q2 2026 in Review

Jones Financial Companies increased its SM Energy (SM) stake by 34% in Q2 2026, buying an estimated $305K and bringing the position to 40,070 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1868.

Jones Financial Companies first reported a position in SM in Q2 2024 and has held it in 9 quarters since. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Jones Financial Companies held 40,070 shares of SM Energy worth $1.06M as of Q2 2026.
  • Jones Financial Companies bought 10,142 SM Energy shares in Q2 2026, an estimated $305K.
  • SM Energy made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1868 holding.
  • Jones Financial Companies first reported a position in SM Energy in Q2 2024 and has held it in 9 quarters since.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.