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Segall Bryant & Hamill’s SM Energy SM Stock Holding History

Segall Bryant & Hamill’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 		$5.29M Sell
202,806
-20,387
-9% -$612K 0.06% 315
2026
Q1 		$6.96M Buy
223,193
+81,754
+58% +$1.87M 0.1% 269
2025
Q4 		$2.64M Sell
141,439
-370
-0.3% -$7.5K 0.04% 394
2025
Q3 		$3.54M Buy
141,809
+22,367
+19% +$603K 0.05% 345
2025
Q2 		$2.95M Sell
119,442
-9,465
-7% -$229K 0.04% 377
2025
Q1 		$3.86M Sell
128,907
-19,987
-13% -$717K 0.06% 345
2024
Q4 		$5.77M Buy
148,894
+25,196
+20% +$1.06M 0.08% 310
2024
Q3 		$4.94M Buy
123,698
+4,108
+3% +$178K 0.07% 335
2024
Q2 		$5.17M Buy
+119,590
New +$5.87M 0.09% 285
2018
Q4 		– Sell
-156,313
Closed -$4.93M – 876
2018
Q3 		$4.93M Sell
156,313
-188,600
-55% -$5.41M 0.07% 292
2018
Q2 		$8.86M Buy
+344,913
New +$8.06M 0.14% 206

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

Segall Bryant & Hamill's SM Position: Q2 2026 in Review

Segall Bryant & Hamill reduced its SM Energy (SM) stake by 9.1% in Q2 2026, selling an estimated $612K and leaving 202,806 shares worth $5.29M. The position accounts for 0.06% of the portfolio, ranked #315.

Segall Bryant & Hamill first reported a position in SM in Q2 2018 and has held it in 11 quarters since. The position peaked at $8.86M in Q2 2018. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Segall Bryant & Hamill held 202,806 shares of SM Energy worth $5.29M as of Q2 2026.
  • Segall Bryant & Hamill sold 20,387 SM Energy shares in Q2 2026, an estimated $612K.
  • SM Energy made up 0.06% of Segall Bryant & Hamill's portfolio in Q2 2026, its #315 holding.
  • Segall Bryant & Hamill first reported a position in SM Energy in Q2 2018 and has held it in 11 quarters since.
  • Segall Bryant & Hamill's SM Energy position peaked at $8.86M in Q2 2018.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Segall Bryant & Hamill's 13F filing for Q2 2026, filed 12 Aug 2026.