Post Resch Tallon Group’s SM Energy SM Stock Holding History

Post Resch Tallon 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 Q2	$240K	Hold	9,200	–	–	0.17%	107
2026 Q1	$281K	Buy	+9,200	New	+$210K	0.23%	82

Other funds holding SM

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Post Resch Tallon Group's SM Position: Q2 2026 in Review

Post Resch Tallon Group held its SM Energy (SM) position steady in Q2 2026 at 9,200 shares worth $240K. The position accounts for 0.17% of the portfolio, ranked #107.

Post Resch Tallon Group first reported a position in SM in Q1 2026 and has held it in 2 quarters since. The position peaked at $281K in Q1 2026. 52 funds tracked by Wall St. Rank hold SM as of Q2 2026.

Post Resch Tallon Group held 9,200 shares of SM Energy worth $240K as of Q2 2026.
Post Resch Tallon Group left its SM Energy share count unchanged in Q2 2026.
SM Energy made up 0.17% of Post Resch Tallon Group's portfolio in Q2 2026, its #107 holding.
Post Resch Tallon Group first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
Post Resch Tallon Group's SM Energy position peaked at $281K in Q1 2026.
52 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.