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Parkside Financial Bank & Trust’s SM Energy SM Stock Holding History

Parkside Financial Bank & Trust’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 		$98.7K Buy
3,780
+2,649
+234% +$79.6K 0.01% 749
2026
Q1 		$35.3K Buy
1,131
+1,093
+2,876% +$24.9K ﹤0.01% 1098
2025
Q4 		$711 Sell
38
-42
-53% -$851 ﹤0.01% 2467
2025
Q3 		$2K Hold
80
– – ﹤0.01% 2029
2025
Q2 		$1.98K Sell
80
-86
-52% -$2.08K ﹤0.01% 2009
2025
Q1 		$4.97K Buy
166
+138
+493% +$4.95K ﹤0.01% 1635
2024
Q4 		$1.09K Hold
28
– – ﹤0.01% 1723
2024
Q3 		$1.12K Hold
28
– – ﹤0.01% 1686
2024
Q2 		$1.21K Hold
28
– – ﹤0.01% 1630
2024
Q1 		$1.4K Hold
28
– – ﹤0.01% 1564
2023
Q4 		$1.08K Sell
28
-267
-91% -$10.3K ﹤0.01% 1601
2023
Q3 		$11.7K Buy
295
+5
+2% +$190 ﹤0.01% 1067
2023
Q2 		$9.17K Buy
290
+84
+41% +$2.37K ﹤0.01% 1148
2023
Q1 		$5.8K Sell
206
-66
-24% -$2.01K ﹤0.01% 1303
2022
Q4 		$9.47K Hold
272
– – ﹤0.01% 1087
2022
Q3 		$10K Buy
272
+3
+1% +$118 ﹤0.01% 999
2022
Q2 		$9K Buy
269
+15
+6% +$610 ﹤0.01% 1034
2022
Q1 		$10K Buy
254
+33
+15% +$1.19K ﹤0.01% 1035
2021
Q4 		$7K Buy
221
+24
+12% +$749 ﹤0.01% 1182
2021
Q3 		$5K Buy
197
+53
+37% +$1.07K ﹤0.01% 1274
2021
Q2 		$4K Buy
+144
New +$2.79K ﹤0.01% 1357
2020
Q4 		– Sell
-203
Closed – – 1669
2020
Q3 		$0 Hold
203
– – ﹤0.01% 1640
2020
Q2 		$1K Buy
+203
New +$664 ﹤0.01% 1383
2020
Q1 		– Sell
-86
Closed -$1K – 1636
2019
Q4 		$1K Sell
86
-103
-54% -$928 ﹤0.01% 1467
2019
Q3 		$2K Buy
+189
New +$1.93K ﹤0.01% 1211
2017
Q2 		– Sell
-21
Closed -$1K – 1528
2017
Q1 		$1K Buy
+21
New +$582 ﹤0.01% 1204

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

Parkside Financial Bank & Trust's SM Position: Q2 2026 in Review

Parkside Financial Bank & Trust increased its SM Energy (SM) stake by 234% in Q2 2026, buying an estimated $79.6K and bringing the position to 3,780 shares worth $98.7K. The position accounts for 0.01% of the portfolio, ranked #749.

Parkside Financial Bank & Trust first reported a position in SM in Q1 2017 and has held it in 26 quarters since. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Parkside Financial Bank & Trust held 3,780 shares of SM Energy worth $98.7K as of Q2 2026.
  • Parkside Financial Bank & Trust bought 2,649 SM Energy shares in Q2 2026, an estimated $79.6K.
  • SM Energy made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #749 holding.
  • Parkside Financial Bank & Trust first reported a position in SM Energy in Q1 2017 and has held it in 26 quarters since.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.