Mitsubishi UFJ Trust & Banking
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Mitsubishi UFJ Trust & Banking’s SM Energy SM Stock Holding History

Mitsubishi UFJ Trust & Banking’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 		$2.22M Sell
85,228
-158,651
-65% -$4.76M ﹤0.01% 694
2026
Q1 		$7.6M Buy
243,879
+129,270
+113% +$2.95M 0.02% 558
2025
Q4 		$2.14M Buy
114,609
+56,160
+96% +$1.14M 0.01% 778
2025
Q3 		$1.46M Sell
58,449
-1,198
-2% -$32.3K ﹤0.01% 843
2025
Q2 		$1.47M Sell
59,647
-10,644
-15% -$258K ﹤0.01% 823
2025
Q1 		$2.11M Sell
70,291
-6,617
-9% -$237K 0.01% 796
2024
Q4 		$2.98M Buy
76,908
+8,000
+12% +$338K 0.01% 773
2024
Q3 		$2.75M Buy
68,908
+7,979
+13% +$346K 0.01% 792
2024
Q2 		$2.63M Buy
60,929
+35,401
+139% +$1.74M 0.01% 762
2024
Q1 		$1.29M Buy
25,528
+6,327
+33% +$259K ﹤0.01% 823
2023
Q4 		$743K Buy
19,201
+3,701
+24% +$143K ﹤0.01% 874
2023
Q3 		$615K Buy
15,500
+6,737
+77% +$255K ﹤0.01% 881
2023
Q2 		$277K Buy
+8,763
New +$248K ﹤0.01% 968
2022
Q2 		– Sell
-15,300
Closed -$596K – 1302
2022
Q1 		$596K Buy
15,300
+5,300
+53% +$191K ﹤0.01% 1005
2021
Q4 		$295K Buy
10,000
+2,100
+27% +$65.6K ﹤0.01% 1188
2021
Q3 		$208K Buy
+7,900
New +$160K ﹤0.01% 1245
2021
Q2 		– Sell
-40
Closed – – 1394
2021
Q1 		$0 Sell
40
-88,460
-100% -$1.13M ﹤0.01% 1341
2020
Q4 		$542K Sell
88,500
-27,600
-24% -$93.1K ﹤0.01% 1069
2020
Q3 		$185K Hold
116,100
– – ﹤0.01% 1207
2020
Q2 		$435K Buy
116,100
+78,800
+211% +$258K ﹤0.01% 1028
2020
Q1 		$46K Hold
37,300
– – ﹤0.01% 1272
2019
Q4 		$419K Buy
37,300
+13,000
+53% +$117K ﹤0.01% 1109
2019
Q3 		$235K Buy
+24,300
New +$248K ﹤0.01% 1187

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

Mitsubishi UFJ Trust & Banking's SM Position: Q2 2026 in Review

Mitsubishi UFJ Trust & Banking reduced its SM Energy (SM) stake by 65% in Q2 2026, selling an estimated $4.76M and leaving 85,228 shares worth $2.22M. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Mitsubishi UFJ Trust & Banking first reported a position in SM in Q3 2019 and has held it in 23 quarters since. The position peaked at $7.6M in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Mitsubishi UFJ Trust & Banking held 85,228 shares of SM Energy worth $2.22M as of Q2 2026.
  • Mitsubishi UFJ Trust & Banking sold 158,651 SM Energy shares in Q2 2026, an estimated $4.76M.
  • SM Energy made up ﹤0.01% of Mitsubishi UFJ Trust & Banking's portfolio in Q2 2026, its #694 holding.
  • Mitsubishi UFJ Trust & Banking first reported a position in SM Energy in Q3 2019 and has held it in 23 quarters since.
  • Mitsubishi UFJ Trust & Banking's SM Energy position peaked at $7.6M in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q2 2026, filed 6 Aug 2026.