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Rothschild Investment LLC’s SM Energy SM Stock Holding History

Rothschild Investment LLC’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 		$22.6K Buy
864
+375
+77% +$11.3K ﹤0.01% 1515
2026
Q1 		$15.2K Buy
489
+378
+341% +$8.62K ﹤0.01% 1521
2025
Q4 		$2.08K Sell
111
-59
-35% -$1.2K ﹤0.01% 2350
2025
Q3 		$4.25K Sell
170
-10
-6% -$270 ﹤0.01% 1779
2025
Q2 		$4.45K Buy
180
+35
+24% +$847 ﹤0.01% 1572
2025
Q1 		$4.34K Buy
145
+105
+263% +$3.77K ﹤0.01% 1509
2024
Q4 		$1.55K Sell
40
-70
-64% -$2.96K ﹤0.01% 1954
2024
Q3 		$4.4K Buy
110
+60
+120% +$2.6K ﹤0.01% 1345
2024
Q2 		$2.16K Buy
50
+40
+400% +$1.96K ﹤0.01% 1368
2024
Q1 		$499 Buy
+10
New +$409 ﹤0.01% 1360

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

Rothschild Investment LLC's SM Position: Q2 2026 in Review

Rothschild Investment LLC increased its SM Energy (SM) stake by 77% in Q2 2026, buying an estimated $11.3K and bringing the position to 864 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

Rothschild Investment LLC first reported a position in SM in Q1 2024 and has held it in 10 quarters since. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Rothschild Investment LLC held 864 shares of SM Energy worth $22.6K as of Q2 2026.
  • Rothschild Investment LLC bought 375 SM Energy shares in Q2 2026, an estimated $11.3K.
  • SM Energy made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1515 holding.
  • Rothschild Investment LLC first reported a position in SM Energy in Q1 2024 and has held it in 10 quarters since.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.