KG
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Kilter Group’s SM Energy SM Stock Holding History

Kilter 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
Q2 		$28K Sell
1,071
-86
-7% -$2.58K 0.01% 214
2026
Q1 		$36.1K Buy
1,157
+1,082
+1,443% +$24.7K 0.02% 155
2025
Q4 		$1.4K Buy
75
+22
+42% +$446 ﹤0.01% 931
2025
Q3 		$1.32K Buy
+53
New +$1.43K ﹤0.01% 797

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

Kilter Group's SM Position: Q2 2026 in Review

Kilter Group reduced its SM Energy (SM) stake by 7.4% in Q2 2026, selling an estimated $2.58K and leaving 1,071 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #214.

Kilter Group first reported a position in SM in Q3 2025 and has held it in 4 quarters since. The position peaked at $36.1K in Q1 2026. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Kilter Group held 1,071 shares of SM Energy worth $28K as of Q2 2026.
  • Kilter Group sold 86 SM Energy shares in Q2 2026, an estimated $2.58K.
  • SM Energy made up 0.01% of Kilter Group's portfolio in Q2 2026, its #214 holding.
  • Kilter Group first reported a position in SM Energy in Q3 2025 and has held it in 4 quarters since.
  • Kilter Group's SM Energy position peaked at $36.1K in Q1 2026.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.