Sierra Summit Advisors
SM icon

Sierra Summit Advisors’s SM Energy SM Stock Holding History

Sierra Summit 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
Q3 		– Sell
-36,957
Closed -$965K – 216
2026
Q2 		$965K Sell
36,957
-18,331
-33% -$551K 0.11% 137
2026
Q1 		$1.72M Buy
+55,288
New +$1.26M 0.25% 69

Other funds holding SM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return

Sierra Summit Advisors's SM Position: Q3 2026 in Review

Sierra Summit Advisors sold out of SM Energy (SM) in Q3 2026, closing a stake of 36,957 shares — an estimated $965K sold.

Sierra Summit Advisors first reported a position in SM in Q1 2026 and held it in 2 quarters. The position peaked at $1.72M in Q1 2026. 232 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • Sierra Summit Advisors reported no remaining SM Energy position as of Q3 2026 after selling out during the quarter.
  • Sierra Summit Advisors sold 36,957 SM Energy shares in Q3 2026, an estimated $965K.
  • Sierra Summit Advisors first reported a position in SM Energy in Q1 2026 and held it in 2 quarters.
  • Sierra Summit Advisors's SM Energy position peaked at $1.72M in Q1 2026.
  • 232 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on Sierra Summit Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.