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TD Private Client Wealth’s SM Energy SM Stock Holding History

TD Private Client Wealth’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 		$757 Buy
+29
New +$871 ﹤0.01% 1513
2025
Q2 		– Sell
-47
Closed -$1.41K – 1504
2025
Q1 		$1.41K Buy
+47
New +$1.69K ﹤0.01% 1246
2020
Q2 		– Sell
-56
Closed -$68 – 1158
2020
Q1 		$68 Buy
+56
New +$396 ﹤0.01% 1068

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

TD Private Client Wealth's SM Position: Q2 2026 in Review

TD Private Client Wealth opened a new position in SM Energy (SM) in Q2 2026: 29 shares worth $757. The stake represents ﹤0.01% of the portfolio and ranks #1513 among its holdings. This is a return to the name: TD Private Client Wealth previously reported a position in SM as recently as Q1 2025.

TD Private Client Wealth first reported a position in SM in Q1 2020 and has held it in 3 quarters since. The position peaked at $1.41K in Q1 2025. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • TD Private Client Wealth held 29 shares of SM Energy worth $757 as of Q2 2026.
  • SM Energy was a new TD Private Client Wealth position in Q2 2026.
  • SM Energy made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1513 holding.
  • TD Private Client Wealth first reported a position in SM Energy in Q1 2020 and has held it in 3 quarters since.
  • TD Private Client Wealth's SM Energy position peaked at $1.41K in Q1 2025.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.