Moody National Bank Trust Division’s SM Energy SM Stock Holding History

Moody National Bank Trust Division’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	$428K	Sell	16,414 -67	-0.4%	-$2.01K	0.04%	366
2026 Q1	$514K	Buy	16,481 +1,481	+10%	+$33.8K	0.05%	336
2025 Q4	$281K	Sell	15,000 -46	-0.3%	-$932	0.03%	419
2025 Q3	$376K	Buy	15,046 +46	+0.3%	+$1.24K	0.03%	379
2025 Q2	$371K	Sell	15,000 -534	-3%	-$12.9K	0.03%	377
2025 Q1	$465K	Buy	15,534 +534	+4%	+$19.2K	0.05%	351
2024 Q4	$581K	Hold	15,000	–	–	0.06%	328
2024 Q3	$600K	Hold	15,000	–	–	0.06%	317
2024 Q2	$648K	Hold	15,000	–	–	0.05%	266
2024 Q1	$748K	Hold	15,000	–	–	0.06%	246
2023 Q4	$581K	Hold	15,000	–	–	0.05%	305
2023 Q3	$595K	Hold	15,000	–	–	0.04%	334
2023 Q2	$474K	Hold	15,000	–	–	0.03%	389
2023 Q1	$422K	Sell	15,000 -79	-0.5%	-$2.41K	0.04%	419
2022 Q4	$525K	Hold	15,079	–	–	0.05%	331
2022 Q3	$567K	Hold	15,079	–	–	0.06%	299
2022 Q2	$516K	Buy	+15,079	New	+$613K	0.05%	279

Other funds holding SM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TCWA

Turtle Creek Wealth Advisors Dallas, Texas $1.89B AUM 33.61% 1-Year Est. Return

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

Moody National Bank Trust Division's SM Position: Q2 2026 in Review

Moody National Bank Trust Division reduced its SM Energy (SM) stake by 0.41% in Q2 2026, selling an estimated $2.01K and leaving 16,414 shares worth $428K. The position accounts for 0.04% of the portfolio, ranked #366.

Moody National Bank Trust Division first reported a position in SM in Q2 2022 and has held it in 17 quarters since. The position peaked at $748K in Q1 2024. 146 funds tracked by Wall St. Rank hold SM as of Q2 2026.

Moody National Bank Trust Division held 16,414 shares of SM Energy worth $428K as of Q2 2026.
Moody National Bank Trust Division sold 67 SM Energy shares in Q2 2026, an estimated $2.01K.
SM Energy made up 0.04% of Moody National Bank Trust Division's portfolio in Q2 2026, its #366 holding.
Moody National Bank Trust Division first reported a position in SM Energy in Q2 2022 and has held it in 17 quarters since.
Moody National Bank Trust Division's SM Energy position peaked at $748K in Q1 2024.
146 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.