Strive Financial Group’s SM Energy SM Stock Holding History

Strive Financial Group’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	$507	Buy	+15	New	+$502	﹤0.01%	1140

Other funds holding SM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Strive Financial Group's SM Position: Q3 2026 in Review

Strive Financial Group opened a new position in SM Energy (SM) in Q3 2026: 15 shares worth $507. The stake represents ﹤0.01% of the portfolio and ranks #1140 among its holdings.

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

Strive Financial Group held 15 shares of SM Energy worth $507 as of Q3 2026.
SM Energy was a new Strive Financial Group position in Q3 2026.
SM Energy made up ﹤0.01% of Strive Financial Group's portfolio in Q3 2026, its #1140 holding.
292 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on Strive Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.