National Bank of Canada
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National Bank of Canada’s SM Energy SM Stock Holding History

National Bank of Canada’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 		$190K Sell
6,080
-75
-1% -$1.71K ﹤0.01% 1636
2025
Q4 		$115K Buy
6,155
+210
+4% +$4.25K ﹤0.01% 1745
2025
Q3 		$148K Buy
5,945
+278
+5% +$7.5K ﹤0.01% 1638
2025
Q2 		$140K Sell
5,667
-2,205
-28% -$53.4K ﹤0.01% 1703
2025
Q1 		$236K Buy
7,872
+897
+13% +$32.2K ﹤0.01% 1491
2024
Q4 		$270K Buy
6,975
+492
+8% +$20.8K ﹤0.01% 1548
2024
Q3 		$259K Buy
+6,483
New +$281K ﹤0.01% 1330

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
VCM
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
DSC
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

National Bank of Canada's SM Position: Q1 2026 in Review

National Bank of Canada reduced its SM Energy (SM) stake by 1.2% in Q1 2026, selling an estimated $1.71K and leaving 6,080 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

National Bank of Canada first reported a position in SM in Q3 2024 and has held it in 7 quarters since. The position peaked at $270K in Q4 2024. 511 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • National Bank of Canada held 6,080 shares of SM Energy worth $190K as of Q1 2026.
  • National Bank of Canada sold 75 SM Energy shares in Q1 2026, an estimated $1.71K.
  • SM Energy made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #1636 holding.
  • National Bank of Canada first reported a position in SM Energy in Q3 2024 and has held it in 7 quarters since.
  • National Bank of Canada's SM Energy position peaked at $270K in Q4 2024.
  • 511 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.