Larson Financial Group’s SM Energy SM Stock Holding History

Larson Financial 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 Q1	$40.5K	Buy	1,298 +1,057	+439%	+$24.1K	﹤0.01%	1458
2025 Q4	$4.51K	Buy	241 +36	+18%	+$729	﹤0.01%	2499
2025 Q3	$5.12K	Buy	205 +27	+15%	+$728	﹤0.01%	2346
2025 Q2	$4.4K	Buy	178 +46	+35%	+$1.11K	﹤0.01%	2115
2025 Q1	$3.95K	Hold	132	–	–	﹤0.01%	1950
2024 Q4	$5.12K	Hold	132	–	–	﹤0.01%	1659
2024 Q3	$5.28K	Sell	132 -204	-61%	-$8.85K	﹤0.01%	1661
2024 Q2	$14.5K	Buy	336 +3	+0.9%	+$147	﹤0.01%	1155
2024 Q1	$16.6K	Sell	333 -347	-51%	-$14.2K	﹤0.01%	929
2023 Q4	$26.3K	Hold	680	–	–	﹤0.01%	785
2023 Q3	$27K	Hold	680	–	–	﹤0.01%	748
2023 Q2	$21.5K	Hold	680	–	–	﹤0.01%	722
2023 Q1	$19.1K	Hold	680	–	–	﹤0.01%	747
2022 Q4	$23.7K	Sell	680 -325	-32%	-$13.5K	﹤0.01%	655
2022 Q3	$38K	Buy	+1,005	New	+$39.5K	0.01%	516
2021 Q3	–	Sell	-130	Closed	-$3K	–	944
2021 Q2	$3K	Buy	+130	New	+$2.52K	﹤0.01%	700

Other funds holding SM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return