Rossby Financial’s SM Energy SM Stock Holding History

Rossby 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	$783	Buy	30 +9	+43%	+$270	﹤0.01%	1955
2026 Q1	$620	Buy	+21	New	+$479	﹤0.01%	2069

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rossby Financial's SM Position: Q2 2026 in Review

Rossby Financial increased its SM Energy (SM) stake by 43% in Q2 2026, buying an estimated $270 and bringing the position to 30 shares worth $783. The position accounts for ﹤0.01% of the portfolio, ranked #1955.

Rossby Financial first reported a position in SM in Q1 2026 and has held it in 2 quarters since. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

Rossby Financial held 30 shares of SM Energy worth $783 as of Q2 2026.
Rossby Financial bought 9 SM Energy shares in Q2 2026, an estimated $270.
SM Energy made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1955 holding.
Rossby Financial first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.