SageView Advisory Group’s SM Energy SM Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-292	Closed	-$5.46K	–	2131
2025 Q4	$5.46K	Buy	+292	New	+$5.92K	﹤0.01%	1945

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

SageView Advisory Group's SM Position: Q1 2026 in Review

SageView Advisory Group sold out of SM Energy (SM) in Q1 2026, closing a stake of 292 shares — an estimated $5.46K sold.

SageView Advisory Group first reported a position in SM in Q4 2025 and held it in 1 quarter. The position peaked at $5.46K in Q4 2025. 514 funds tracked by Wall St. Rank hold SM as of Q1 2026.

SageView Advisory Group reported no remaining SM Energy position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 292 SM Energy shares in Q1 2026, an estimated $5.46K.
SageView Advisory Group first reported a position in SM Energy in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's SM Energy position peaked at $5.46K in Q4 2025.
514 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.