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Sequoia Financial Advisors’s SM Energy SM Stock Holding History

Sequoia Financial Advisors’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 		$1.5M Buy
57,623
+33,181
+136% +$997K 0.01% 757
2026
Q1 		$762K Buy
+24,442
New +$558K ﹤0.01% 1022
2025
Q4 		– Sell
-9,686
Closed -$242K – 1984
2025
Q3 		$242K Buy
+9,686
New +$261K ﹤0.01% 1516
2024
Q4 		– Sell
-5,843
Closed -$234K – 1411
2024
Q3 		$234K Buy
5,843
+380
+7% +$16.5K ﹤0.01% 1099
2024
Q2 		$236K Sell
5,463
-17
-0.3% -$835 ﹤0.01% 1010
2024
Q1 		$273K Sell
5,480
-251
-4% -$10.3K ﹤0.01% 902
2023
Q4 		$222K Buy
5,731
+171
+3% +$6.59K ﹤0.01% 1057
2023
Q3 		$220K Buy
+5,560
New +$211K ﹤0.01% 818

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

Sequoia Financial Advisors's SM Position: Q2 2026 in Review

Sequoia Financial Advisors increased its SM Energy (SM) stake by 136% in Q2 2026, buying an estimated $997K and bringing the position to 57,623 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #757.

Sequoia Financial Advisors first reported a position in SM in Q3 2023 and has held it in 8 quarters since. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Sequoia Financial Advisors held 57,623 shares of SM Energy worth $1.5M as of Q2 2026.
  • Sequoia Financial Advisors bought 33,181 SM Energy shares in Q2 2026, an estimated $997K.
  • SM Energy made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #757 holding.
  • Sequoia Financial Advisors first reported a position in SM Energy in Q3 2023 and has held it in 8 quarters since.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.