MFG
SM icon

Merit Financial Group’s SM Energy SM Stock Holding History

Merit 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
Q2 		$208K Buy
7,977
+761
+11% +$22.9K ﹤0.01% 2091
2026
Q1 		$225K Buy
+7,216
New +$165K ﹤0.01% 1850

Other funds holding SM

MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Merit Financial Group's SM Position: Q2 2026 in Review

Merit Financial Group increased its SM Energy (SM) stake by 11% in Q2 2026, buying an estimated $22.9K and bringing the position to 7,977 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #2091.

Merit Financial Group first reported a position in SM in Q1 2026 and has held it in 2 quarters since. The position peaked at $225K in Q1 2026. 69 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Merit Financial Group held 7,977 shares of SM Energy worth $208K as of Q2 2026.
  • Merit Financial Group bought 761 SM Energy shares in Q2 2026, an estimated $22.9K.
  • SM Energy made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2091 holding.
  • Merit Financial Group first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
  • Merit Financial Group's SM Energy position peaked at $225K in Q1 2026.
  • 69 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.