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Transamerica Financial Advisors’s SM Energy SM Stock Holding History

Transamerica Financial 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 		$2.82K Buy
108
+12
+13% +$360 ﹤0.01% 1237
2026
Q1 		$2.99K Buy
96
+91
+1,820% +$2.08K ﹤0.01% 1135
2025
Q4 		$95 Sell
5
-4
-44% -$81 ﹤0.01% 1674
2025
Q3 		$225 Buy
+9
New +$243 ﹤0.01% 1430

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

Transamerica Financial Advisors's SM Position: Q2 2026 in Review

Transamerica Financial Advisors increased its SM Energy (SM) stake by 13% in Q2 2026, buying an estimated $360 and bringing the position to 108 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Transamerica Financial Advisors first reported a position in SM in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.99K in Q1 2026. 497 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Transamerica Financial Advisors held 108 shares of SM Energy worth $2.82K as of Q2 2026.
  • Transamerica Financial Advisors bought 12 SM Energy shares in Q2 2026, an estimated $360.
  • SM Energy made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1237 holding.
  • Transamerica Financial Advisors first reported a position in SM Energy in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's SM Energy position peaked at $2.99K in Q1 2026.
  • 497 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.