Range Financial Group
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
Q3 		$389K Sell
11,514
-365
-3% -$12.2K 0.11% 163
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

Congress Asset Management
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Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Range Financial Group's SM Position: Q3 2026 in Review

Range Financial Group reduced its SM Energy (SM) stake by 3.1% in Q3 2026, selling an estimated $12.2K and leaving 11,514 shares worth $389K. The position accounts for 0.11% of the portfolio, ranked #163.

Range Financial Group first reported a position in SM in Q4 2024 and has held it in 7 quarters since. The position peaked at $833K in Q4 2024. 58 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • Range Financial Group held 11,514 shares of SM Energy worth $389K as of Q3 2026.
  • Range Financial Group sold 365 SM Energy shares in Q3 2026, an estimated $12.2K.
  • SM Energy made up 0.11% of Range Financial Group's portfolio in Q3 2026, its #163 holding.
  • Range Financial Group first reported a position in SM Energy in Q4 2024 and has held it in 7 quarters since.
  • Range Financial Group's SM Energy position peaked at $833K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on Range Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.