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Private Advisor Group’s SM Energy SM Stock Holding History

Private Advisor 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 		– Sell
-9,079
Closed -$283K – 2868
2026
Q1 		$283K Buy
+9,079
New +$207K ﹤0.01% 2220
2017
Q2 		– Sell
-9,607
Closed -$220K – 1464
2017
Q1 		$220K Buy
+9,607
New +$266K 0.01% 1230

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

Private Advisor Group's SM Position: Q2 2026 in Review

Private Advisor Group sold out of SM Energy (SM) in Q2 2026, closing a stake of 9,079 shares — an estimated $283K sold.

Private Advisor Group first reported a position in SM in Q1 2017 and held it in 2 quarters. The position peaked at $283K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Private Advisor Group reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
  • Private Advisor Group sold 9,079 SM Energy shares in Q2 2026, an estimated $283K.
  • Private Advisor Group first reported a position in SM Energy in Q1 2017 and held it in 2 quarters.
  • Private Advisor Group's SM Energy position peaked at $283K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.