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Park Square Financial Group’s SM Energy SM Stock Holding History

Park Square Financial Group’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 		– Sell
-121
Closed -$4.69K – 313
2025
Q4 		$4.69K Buy
+121
New +$2.45K 0.03% 191
2025
Q1 		– Sell
-185
Closed -$7.17K – 1036
2024
Q4 		$7.17K Buy
+185
New +$7.81K 0.01% 652

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 Square Financial Group's SM Position: Q1 2026 in Review

Park Square Financial Group sold out of SM Energy (SM) in Q1 2026, closing a stake of 121 shares — an estimated $4.69K sold.

Park Square Financial Group first reported a position in SM in Q4 2024 and held it in 2 quarters. The position peaked at $7.17K in Q4 2024. 514 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Park Square Financial Group reported no remaining SM Energy position as of Q1 2026 after selling out during the quarter.
  • Park Square Financial Group sold 121 SM Energy shares in Q1 2026, an estimated $4.69K.
  • Park Square Financial Group first reported a position in SM Energy in Q4 2024 and held it in 2 quarters.
  • Park Square Financial Group's SM Energy position peaked at $7.17K in Q4 2024.
  • 514 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.