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Unifi Asset Management LP’s SM Energy SM Stock Holding History

Unifi Asset Management LP’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 		$1.12M Buy
42,890
+3,310
+8% +$99.4K 0.45% 27
2026
Q1 		$1.23M Buy
+39,580
New +$903K 0.37% 32

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Unifi Asset Management LP's SM Position: Q2 2026 in Review

Unifi Asset Management LP increased its SM Energy (SM) stake by 8.4% in Q2 2026, buying an estimated $99.4K and bringing the position to 42,890 shares worth $1.12M. The position accounts for 0.45% of the portfolio, ranked #27.

Unifi Asset Management LP first reported a position in SM in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.23M in Q1 2026. 232 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Unifi Asset Management LP held 42,890 shares of SM Energy worth $1.12M as of Q2 2026.
  • Unifi Asset Management LP bought 3,310 SM Energy shares in Q2 2026, an estimated $99.4K.
  • SM Energy made up 0.45% of Unifi Asset Management LP's portfolio in Q2 2026, its #27 holding.
  • Unifi Asset Management LP first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
  • Unifi Asset Management LP's SM Energy position peaked at $1.23M in Q1 2026.
  • 232 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Unifi Asset Management LP's 13F filing for Q2 2026, filed 7 Aug 2026.