SMF
SM icon

Scott Marsh Financial’s SM Energy SM Stock Holding History

Scott Marsh Financial’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
2025
Q2 		$286K Buy
+11,575
New +$280K 0.11% 204

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Scott Marsh Financial's SM Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in SM Energy (SM) in Q2 2025: 11,575 shares worth $286K. The stake represents 0.11% of the portfolio and ranks #204 among its holdings.

372 funds tracked by Wall St. Rank hold SM as of Q2 2025.

  • Scott Marsh Financial held 11,575 shares of SM Energy worth $286K as of Q2 2025.
  • SM Energy was a new Scott Marsh Financial position in Q2 2025.
  • SM Energy made up 0.11% of Scott Marsh Financial's portfolio in Q2 2025, its #204 holding.
  • 372 funds tracked by Wall St. Rank held SM Energy as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.