RWC Asset Management
SM icon

RWC Asset Management’s SM Energy SM Stock Holding History

RWC Asset Management’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 		$627K Buy
18,555
+9,469
+104% +$317K 0.02% 148
2026
Q2 		$237K Buy
9,086
+641
+8% +$19.3K 0.01% 158
2026
Q1 		$263K Buy
+8,445
New +$193K 0.01% 146

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American Century Companies
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Dimensional Fund Advisors
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Geode Capital Management
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Donald Smith & Co
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Mackenzie Financial
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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

RWC Asset Management's SM Position: Q3 2026 in Review

RWC Asset Management increased its SM Energy (SM) stake by 104% in Q3 2026, buying an estimated $317K and bringing the position to 18,555 shares worth $627K. The position accounts for 0.02% of the portfolio, ranked #148.

RWC Asset Management first reported a position in SM in Q1 2026 and has held it in 3 quarters since. 414 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • RWC Asset Management held 18,555 shares of SM Energy worth $627K as of Q3 2026.
  • RWC Asset Management bought 9,469 SM Energy shares in Q3 2026, an estimated $317K.
  • SM Energy made up 0.02% of RWC Asset Management's portfolio in Q3 2026, its #148 holding.
  • RWC Asset Management first reported a position in SM Energy in Q1 2026 and has held it in 3 quarters since.
  • 414 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on RWC Asset Management's 13F filing for Q3 2026, filed 22 Oct 2026.