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

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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 $679M AUM 47.51% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return