Sendero Wealth Management’s SM Energy SM Stock Holding History

Sendero Wealth Management’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	$1.6M	Buy	47,241 +1,233	+3%	+$41.3K	0.16%	95
2026 Q2	$1.2M	Sell	46,008 -191	-0.4%	-$5.74K	0.12%	113
2026 Q1	$1.44M	Sell	46,199 -78	-0.2%	-$1.78K	0.16%	83
2025 Q4	$865K	Buy	46,277 +269	+0.6%	+$5.45K	0.1%	119
2025 Q3	$1.15M	Hold	46,008	–	–	0.13%	90
2025 Q2	$1.14M	Hold	46,008	–	–	0.14%	88
2025 Q1	$1.38M	Hold	46,008	–	–	0.19%	73
2024 Q4	$1.78M	Hold	46,008	–	–	0.27%	61
2024 Q3	$1.84M	Hold	46,008	–	–	0.29%	55
2024 Q2	$1.99M	Hold	46,008	–	–	0.33%	52
2024 Q1	$2.29M	Hold	46,008	–	–	0.39%	52
2023 Q4	$1.78M	Hold	46,008	–	–	0.34%	60
2023 Q3	$1.82M	Hold	46,008	–	–	0.39%	54
2023 Q2	$1.46M	Buy	+46,008	New	+$1.3M	0.32%	61

Other funds holding SM

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Sendero Wealth Management's SM Position: Q3 2026 in Review

Sendero Wealth Management increased its SM Energy (SM) stake by 2.7% in Q3 2026, buying an estimated $41.3K and bringing the position to 47,241 shares worth $1.6M. The position accounts for 0.16% of the portfolio, ranked #95.

Sendero Wealth Management first reported a position in SM in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.29M in Q1 2024. 144 funds tracked by Wall St. Rank hold SM as of Q3 2026.

Sendero Wealth Management held 47,241 shares of SM Energy worth $1.6M as of Q3 2026.
Sendero Wealth Management bought 1,233 SM Energy shares in Q3 2026, an estimated $41.3K.
SM Energy made up 0.16% of Sendero Wealth Management's portfolio in Q3 2026, its #95 holding.
Sendero Wealth Management first reported a position in SM Energy in Q2 2023 and has held it in 14 quarters since.
Sendero Wealth Management's SM Energy position peaked at $2.29M in Q1 2024.
144 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.