KFAS
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Keating Financial Advisory Services’s SM Energy SM Stock Holding History

Keating Financial Advisory Services’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 		$14.1K Buy
541
+42
+8% +$1.26K ﹤0.01% 1117
2026
Q1 		$15.6K Buy
499
+498
+49,800% +$11.4K ﹤0.01% 987
2025
Q4 		$19 Buy
+1
New +$20 ﹤0.01% 2199

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

Keating Financial Advisory Services's SM Position: Q2 2026 in Review

Keating Financial Advisory Services increased its SM Energy (SM) stake by 8.4% in Q2 2026, buying an estimated $1.26K and bringing the position to 541 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Keating Financial Advisory Services first reported a position in SM in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.6K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Keating Financial Advisory Services held 541 shares of SM Energy worth $14.1K as of Q2 2026.
  • Keating Financial Advisory Services bought 42 SM Energy shares in Q2 2026, an estimated $1.26K.
  • SM Energy made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1117 holding.
  • Keating Financial Advisory Services first reported a position in SM Energy in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's SM Energy position peaked at $15.6K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.