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Rialto Wealth Management’s SM Energy SM Stock Holding History

Rialto Wealth Management’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 		$3.34K Buy
128
+36
+39% +$1.08K ﹤0.01% 914
2026
Q1 		$2.87K Sell
92
-7
-7% -$160 ﹤0.01% 746
2025
Q4 		$1.85K Sell
99
-4
-4% -$81 ﹤0.01% 772
2025
Q3 		$2.57K Buy
103
+19
+23% +$512 ﹤0.01% 602
2025
Q2 		$2.08K Buy
84
+68
+425% +$1.65K ﹤0.01% 609
2025
Q1 		$480 Buy
+16
New +$574 ﹤0.01% 899

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

Rialto Wealth Management's SM Position: Q2 2026 in Review

Rialto Wealth Management increased its SM Energy (SM) stake by 39% in Q2 2026, buying an estimated $1.08K and bringing the position to 128 shares worth $3.34K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

Rialto Wealth Management first reported a position in SM in Q1 2025 and has held it in 6 quarters since. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Rialto Wealth Management held 128 shares of SM Energy worth $3.34K as of Q2 2026.
  • Rialto Wealth Management bought 36 SM Energy shares in Q2 2026, an estimated $1.08K.
  • SM Energy made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #914 holding.
  • Rialto Wealth Management first reported a position in SM Energy in Q1 2025 and has held it in 6 quarters since.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.