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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
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

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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

Root Financial Partners's SM Position: Q2 2026 in Review

Root Financial Partners sold out of SM Energy (SM) in Q2 2026, closing a stake of 1,304 shares — an estimated $40.6K sold.

Root Financial Partners first reported a position in SM in Q3 2025 and held it in 3 quarters. The position peaked at $40.6K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Root Financial Partners reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,304 SM Energy shares in Q2 2026, an estimated $40.6K.
  • Root Financial Partners first reported a position in SM Energy in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's SM Energy position peaked at $40.6K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.