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Saxon Interests’s SM Energy SM Stock Holding History

Saxon Interests’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 		$1.29M Buy
38,276
+4,099
+12% +$137K 0.45% 50
2026
Q2 		$892K Buy
34,177
+11
+0% +$330 0.25% 86
2026
Q1 		$1.07M Buy
+34,166
New +$779K 0.37% 64

Other funds holding SM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return

Saxon Interests's SM Position: Q3 2026 in Review

Saxon Interests increased its SM Energy (SM) stake by 12% in Q3 2026, buying an estimated $137K and bringing the position to 38,276 shares worth $1.29M. The position accounts for 0.45% of the portfolio, ranked #50.

Saxon Interests first reported a position in SM in Q1 2026 and has held it in 3 quarters since. 232 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • Saxon Interests held 38,276 shares of SM Energy worth $1.29M as of Q3 2026.
  • Saxon Interests bought 4,099 SM Energy shares in Q3 2026, an estimated $137K.
  • SM Energy made up 0.45% of Saxon Interests's portfolio in Q3 2026, its #50 holding.
  • Saxon Interests first reported a position in SM Energy in Q1 2026 and has held it in 3 quarters since.
  • 232 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on Saxon Interests's 13F filing for Q3 2026, filed 26 Oct 2026.