Root Financial Partners
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
Q3 		$60.3K Buy
+1,786
New +$59.8K ﹤0.01% 988
2026
Q2 		– Sell
-1,304
Closed -$40.6K – 2735
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Root Financial Partners's SM Position: Q3 2026 in Review

Root Financial Partners opened a new position in SM Energy (SM) in Q3 2026: 1,786 shares worth $60.3K. The stake represents ﹤0.01% of the portfolio and ranks #988 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SM as recently as Q1 2026.

Root Financial Partners first reported a position in SM in Q3 2025 and has held it in 4 quarters since. 292 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • Root Financial Partners held 1,786 shares of SM Energy worth $60.3K as of Q3 2026.
  • SM Energy was a new Root Financial Partners position in Q3 2026.
  • SM Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #988 holding.
  • Root Financial Partners first reported a position in SM Energy in Q3 2025 and has held it in 4 quarters since.
  • 292 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

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