KWM
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Kingsview Wealth Management’s SM Energy SM Stock Holding History

Kingsview Wealth Management’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 		$3.25M Buy
124,537
+116,041
+1,366% +$3.49M 0.04% 442
2026
Q1 		$265K Buy
+8,496
New +$194K ﹤0.01% 1136
2024
Q2 		– Sell
-4,827
Closed -$241K – 1113
2024
Q1 		$241K Sell
4,827
-33,631
-87% -$1.37M 0.01% 900
2023
Q4 		$1.49M Buy
+38,458
New +$1.48M 0.04% 353

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

Kingsview Wealth Management's SM Position: Q2 2026 in Review

Kingsview Wealth Management increased its SM Energy (SM) stake by 1,366% in Q2 2026, buying an estimated $3.49M and bringing the position to 124,537 shares worth $3.25M. The position accounts for 0.04% of the portfolio, ranked #442.

Kingsview Wealth Management first reported a position in SM in Q4 2023 and has held it in 4 quarters since. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Kingsview Wealth Management held 124,537 shares of SM Energy worth $3.25M as of Q2 2026.
  • Kingsview Wealth Management bought 116,041 SM Energy shares in Q2 2026, an estimated $3.49M.
  • SM Energy made up 0.04% of Kingsview Wealth Management's portfolio in Q2 2026, its #442 holding.
  • Kingsview Wealth Management first reported a position in SM Energy in Q4 2023 and has held it in 4 quarters since.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.