SBH
SM icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return