RFG
SM icon

Range Financial Group’s SM Energy SM Stock Holding History

Range Financial 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 		$310K Sell
11,879
-960
-7% -$28.8K 0.08% 178
2026
Q1 		$400K Buy
+12,839
New +$293K 0.13% 150
2025
Q4 		– Sell
-9,660
Closed -$241K – 221
2025
Q3 		$241K Sell
9,660
-2,290
-19% -$61.8K 0.09% 183
2025
Q2 		$295K Sell
11,950
-13,169
-52% -$319K 0.12% 170
2025
Q1 		$752K Buy
25,119
+3,624
+17% +$130K 0.33% 96
2024
Q4 		$833K Buy
+21,495
New +$908K 0.38% 82

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

Range Financial Group's SM Position: Q2 2026 in Review

Range Financial Group reduced its SM Energy (SM) stake by 7.5% in Q2 2026, selling an estimated $28.8K and leaving 11,879 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #178.

Range Financial Group first reported a position in SM in Q4 2024 and has held it in 6 quarters since. The position peaked at $833K in Q4 2024. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Range Financial Group held 11,879 shares of SM Energy worth $310K as of Q2 2026.
  • Range Financial Group sold 960 SM Energy shares in Q2 2026, an estimated $28.8K.
  • SM Energy made up 0.08% of Range Financial Group's portfolio in Q2 2026, its #178 holding.
  • Range Financial Group first reported a position in SM Energy in Q4 2024 and has held it in 6 quarters since.
  • Range Financial Group's SM Energy position peaked at $833K in Q4 2024.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Range Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.