Sigma Planning Corp
SM icon

Sigma Planning Corp’s SM Energy SM Stock Holding History

Sigma Planning Corp’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 		$215K Buy
+6,362
New +$213K 0.01% 1226

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

Sigma Planning Corp's SM Position: Q3 2026 in Review

Sigma Planning Corp opened a new position in SM Energy (SM) in Q3 2026: 6,362 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #1226 among its holdings.

233 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • Sigma Planning Corp held 6,362 shares of SM Energy worth $215K as of Q3 2026.
  • SM Energy was a new Sigma Planning Corp position in Q3 2026.
  • SM Energy made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1226 holding.
  • 233 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.