PAS
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Park Avenue Securities’s SM Energy SM Stock Holding History

Park Avenue Securities’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 		– Sell
-7,039
Closed -$219K – 1824
2026
Q1 		$219K Buy
+7,039
New +$161K ﹤0.01% 1443
2025
Q1 		– Sell
-11,049
Closed -$428K – 1478
2024
Q4 		$428K Buy
11,049
+2,054
+23% +$86.7K ﹤0.01% 1141
2024
Q3 		$360K Sell
8,995
-3,724
-29% -$162K ﹤0.01% 1109
2024
Q2 		$550K Buy
12,719
+2,414
+23% +$119K 0.01% 931
2024
Q1 		$514K Buy
10,305
+4,334
+73% +$177K 0.01% 936
2023
Q4 		$231K Buy
5,971
+267
+5% +$10.3K ﹤0.01% 1229
2023
Q3 		$226K Buy
+5,704
New +$216K ﹤0.01% 1169
2023
Q1 		– Sell
-6,570
Closed -$229K – 1096
2022
Q4 		$229K Buy
+6,570
New +$273K ﹤0.01% 1090

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

Park Avenue Securities's SM Position: Q2 2026 in Review

Park Avenue Securities sold out of SM Energy (SM) in Q2 2026, closing a stake of 7,039 shares — an estimated $219K sold.

Park Avenue Securities first reported a position in SM in Q4 2022 and held it in 8 quarters. The position peaked at $550K in Q2 2024. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Park Avenue Securities reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
  • Park Avenue Securities sold 7,039 SM Energy shares in Q2 2026, an estimated $219K.
  • Park Avenue Securities first reported a position in SM Energy in Q4 2022 and held it in 8 quarters.
  • Park Avenue Securities's SM Energy position peaked at $550K in Q2 2024.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.