Prestige Wealth Management Group’s SM Energy SM Stock Holding History

Prestige Wealth Management 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	$3.84K	Hold	147	–	–	﹤0.01%	642
2026 Q1	$4.58K	Buy	+147	New	+$3.35K	﹤0.01%	570
2025 Q2	–	Sell	-17	Closed	-$510	–	1057
2025 Q1	$510	Hold	17	–	–	﹤0.01%	930
2024 Q4	$659	Hold	17	–	–	﹤0.01%	940
2024 Q3	$680	Hold	17	–	–	﹤0.01%	930
2024 Q2	$735	Hold	17	–	–	﹤0.01%	873
2024 Q1	$848	Hold	17	–	–	﹤0.01%	883
2023 Q4	$659	Hold	17	–	–	﹤0.01%	913
2023 Q3	$675	Hold	17	–	–	﹤0.01%	929
2023 Q2	$538	Hold	17	–	–	﹤0.01%	979
2023 Q1	$479	Sell	17 -54	-76%	-$1.65K	﹤0.01%	987
2022 Q4	$2.47K	Buy	+71	New	+$2.95K	﹤0.01%	791
2019 Q1	–	Sell	-60	Closed	-$1K	–	1027
2018 Q4	$1K	Buy	+60	New	+$1.39K	﹤0.01%	1116

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prestige Wealth Management Group's SM Position: Q2 2026 in Review

Prestige Wealth Management Group held its SM Energy (SM) position steady in Q2 2026 at 147 shares worth $3.84K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Prestige Wealth Management Group first reported a position in SM in Q4 2018 and has held it in 13 quarters since. The position peaked at $4.58K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

Prestige Wealth Management Group held 147 shares of SM Energy worth $3.84K as of Q2 2026.
Prestige Wealth Management Group left its SM Energy share count unchanged in Q2 2026.
SM Energy made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #642 holding.
Prestige Wealth Management Group first reported a position in SM Energy in Q4 2018 and has held it in 13 quarters since.
Prestige Wealth Management Group's SM Energy position peaked at $4.58K in Q1 2026.
498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.