Raymond James Financial
SM icon

Raymond James Financial’s SM Energy SM Stock Holding History

Raymond James Financial’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 		$7.57M Buy
290,029
+103,251
+55% +$3.1M ﹤0.01% 2392
2026
Q1 		$5.82M Buy
186,778
+18,626
+11% +$425K ﹤0.01% 2467
2025
Q4 		$3.14M Sell
168,152
-312,765
-65% -$6.34M ﹤0.01% 2890
2025
Q3 		$12M Sell
480,917
-47,266
-9% -$1.27M ﹤0.01% 1775
2025
Q2 		$13.1M Buy
528,183
+11,534
+2% +$279K ﹤0.01% 1674
2025
Q1 		$15.5M Sell
516,649
-52,469
-9% -$1.88M 0.01% 1500
2024
Q4 		$22.1M Buy
+569,118
New +$24M 0.01% 1232

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 $3.38T AUM 44.17% 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

Raymond James Financial's SM Position: Q2 2026 in Review

Raymond James Financial increased its SM Energy (SM) stake by 55% in Q2 2026, buying an estimated $3.1M and bringing the position to 290,029 shares worth $7.57M. The position accounts for ﹤0.01% of the portfolio, ranked #2392.

Raymond James Financial first reported a position in SM in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.1M in Q4 2024. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Raymond James Financial held 290,029 shares of SM Energy worth $7.57M as of Q2 2026.
  • Raymond James Financial bought 103,251 SM Energy shares in Q2 2026, an estimated $3.1M.
  • SM Energy made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2392 holding.
  • Raymond James Financial first reported a position in SM Energy in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's SM Energy position peaked at $22.1M in Q4 2024.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.