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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parkside Financial Bank & Trust's SM Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its SM Energy (SM) stake by 2,876% in Q1 2026, buying an estimated $24.9K and bringing the position to 1,131 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Parkside Financial Bank & Trust first reported a position in SM in Q1 2017 and has held it in 25 quarters since. 510 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Parkside Financial Bank & Trust held 1,131 shares of SM Energy worth $35.3K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 1,093 SM Energy shares in Q1 2026, an estimated $24.9K.
  • SM Energy made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1098 holding.
  • Parkside Financial Bank & Trust first reported a position in SM Energy in Q1 2017 and has held it in 25 quarters since.
  • 510 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.