RFP
SM icon

Root Financial Partners’s SM Energy SM Stock Holding History

Root Financial Partners’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
Q1 		$40.6K Buy
1,304
+1,263
+3,080% +$28.8K ﹤0.01% 967
2025
Q4 		$767 Sell
41
-104
-72% -$2.11K ﹤0.01% 2152
2025
Q3 		$3.62K Buy
+145
New +$3.91K ﹤0.01% 1834

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's SM Position: Q1 2026 in Review

Root Financial Partners increased its SM Energy (SM) stake by 3,080% in Q1 2026, buying an estimated $28.8K and bringing the position to 1,304 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Root Financial Partners first reported a position in SM in Q3 2025 and has held it in 3 quarters since. 511 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Root Financial Partners held 1,304 shares of SM Energy worth $40.6K as of Q1 2026.
  • Root Financial Partners bought 1,263 SM Energy shares in Q1 2026, an estimated $28.8K.
  • SM Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #967 holding.
  • Root Financial Partners first reported a position in SM Energy in Q3 2025 and has held it in 3 quarters since.
  • 511 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.