NorthCrest Asset Manangement’s SM Energy SM Stock Holding History

NorthCrest Asset Manangement’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 Q3	$207K	Buy	+5,580	New	+$187K	﹤0.01%	946

Other funds holding SM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

NorthCrest Asset Manangement's SM Position: Q3 2026 in Review

NorthCrest Asset Manangement opened a new position in SM Energy (SM) in Q3 2026: 5,580 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #946 among its holdings.

20 funds tracked by Wall St. Rank hold SM as of Q3 2026.

NorthCrest Asset Manangement held 5,580 shares of SM Energy worth $207K as of Q3 2026.
SM Energy was a new NorthCrest Asset Manangement position in Q3 2026.
SM Energy made up ﹤0.01% of NorthCrest Asset Manangement's portfolio in Q3 2026, its #946 holding.
20 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q3 2026, filed 13 Oct 2026.