M&T Bank’s SM Energy SM Stock Holding History

M&T Bank’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	$742K	Sell	28,419 -204	-0.7%	-$6.13K	﹤0.01%	1029
2026 Q1	$893K	Buy	+28,623	New	+$653K	﹤0.01%	917
2020 Q2	–	Sell	-800	Closed	-$976K	–	1673
2020 Q1	$976K	Buy	+800	New	+$5.66K	0.01%	691
2018 Q3	–	Sell	-8,871	Closed	-$228K	–	1612
2018 Q2	$228K	Buy	+8,871	New	+$207K	﹤0.01%	1369
2018 Q1	–	Sell	-9,299	Closed	-$205K	–	1638
2017 Q4	$205K	Buy	+9,299	New	+$188K	﹤0.01%	1422
2015 Q3	–	Sell	-6,839	Closed	-$316K	–	1983
2015 Q2	$316K	Buy	+6,839	New	+$361K	﹤0.01%	1456
2015 Q1	–	Sell	-5,235	Closed	-$202K	–	2152
2014 Q4	$202K	Sell	5,235 -6,211	-54%	-$311K	﹤0.01%	1759
2014 Q3	$892K	Buy	+11,446	New	+$934K	0.01%	947

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

M&T Bank's SM Position: Q2 2026 in Review

M&T Bank reduced its SM Energy (SM) stake by 0.71% in Q2 2026, selling an estimated $6.13K and leaving 28,419 shares worth $742K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

M&T Bank first reported a position in SM in Q3 2014 and has held it in 8 quarters since. The position peaked at $976K in Q1 2020. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

M&T Bank held 28,419 shares of SM Energy worth $742K as of Q2 2026.
M&T Bank sold 204 SM Energy shares in Q2 2026, an estimated $6.13K.
SM Energy made up ﹤0.01% of M&T Bank's portfolio in Q2 2026, its #1029 holding.
M&T Bank first reported a position in SM Energy in Q3 2014 and has held it in 8 quarters since.
M&T Bank's SM Energy position peaked at $976K in Q1 2020.
498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on M&T Bank's 13F filing for Q2 2026, filed 4 Aug 2026.