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Summit Trail Advisors’s SM Energy SM Stock Holding History

Summit Trail 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 		$404K Sell
15,473
-790
-5% -$23.7K 0.01% 1281
2026
Q1 		$507K Buy
+16,263
New +$371K 0.01% 1162
2018
Q1 		– Sell
-331
Closed -$9K – 1463
2017
Q4 		$9K Buy
+331
New +$6.68K ﹤0.01% 1251

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

Summit Trail Advisors's SM Position: Q2 2026 in Review

Summit Trail Advisors reduced its SM Energy (SM) stake by 4.9% in Q2 2026, selling an estimated $23.7K and leaving 15,473 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #1281.

Summit Trail Advisors first reported a position in SM in Q4 2017 and has held it in 3 quarters since. The position peaked at $507K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Summit Trail Advisors held 15,473 shares of SM Energy worth $404K as of Q2 2026.
  • Summit Trail Advisors sold 790 SM Energy shares in Q2 2026, an estimated $23.7K.
  • SM Energy made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1281 holding.
  • Summit Trail Advisors first reported a position in SM Energy in Q4 2017 and has held it in 3 quarters since.
  • Summit Trail Advisors's SM Energy position peaked at $507K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.