SS
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SBI Securities’s SM Energy SM Stock Holding History

SBI Securities’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 		$48.2K Sell
1,847
-2,861
-61% -$85.9K ﹤0.01% 1179
2026
Q1 		$147K Buy
4,708
+3,335
+243% +$76.1K ﹤0.01% 726
2025
Q4 		$25.7K Buy
1,373
+1,360
+10,462% +$27.6K ﹤0.01% 1346
2025
Q3 		$325 Buy
13
+2
+18% +$54 ﹤0.01% 3150
2025
Q2 		$272 Buy
+11
New +$266 ﹤0.01% 3219
2025
Q1 		– Sell
-21
Closed -$814 – 4196
2024
Q4 		$814 Buy
+21
New +$887 ﹤0.01% 2705

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

SBI Securities's SM Position: Q2 2026 in Review

SBI Securities reduced its SM Energy (SM) stake by 61% in Q2 2026, selling an estimated $85.9K and leaving 1,847 shares worth $48.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

SBI Securities first reported a position in SM in Q4 2024 and has held it in 6 quarters since. The position peaked at $147K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • SBI Securities held 1,847 shares of SM Energy worth $48.2K as of Q2 2026.
  • SBI Securities sold 2,861 SM Energy shares in Q2 2026, an estimated $85.9K.
  • SM Energy made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1179 holding.
  • SBI Securities first reported a position in SM Energy in Q4 2024 and has held it in 6 quarters since.
  • SBI Securities's SM Energy position peaked at $147K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.