Truist Financial
SM icon

Truist Financial’s SM Energy SM Stock Holding History

Truist Financial’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
2025
Q1 		– Sell
-5,565
Closed -$216K – 2646
2024
Q4 		$216K Buy
5,565
+188
+3% +$7.94K ﹤0.01% 2351
2024
Q3 		$215K Sell
5,377
-47,733
-90% -$2.07M ﹤0.01% 2311
2024
Q2 		$2.3M Sell
53,110
-8,621
-14% -$423K ﹤0.01% 1203
2024
Q1 		$3.08M Buy
61,731
+494
+0.8% +$20.2K ﹤0.01% 1090
2023
Q4 		$2.37M Sell
61,237
-73
-0.1% -$2.81K ﹤0.01% 1182
2023
Q3 		$2.43M Buy
61,310
+14,983
+32% +$568K ﹤0.01% 1141
2023
Q2 		$1.47M Sell
46,327
-469
-1% -$13.3K ﹤0.01% 1403
2023
Q1 		$1.32M Sell
46,796
-22,974
-33% -$701K ﹤0.01% 1429
2022
Q4 		$2.43M Buy
69,770
+60,671
+667% +$2.52M ﹤0.01% 1111
2022
Q3 		$342K Sell
9,099
-6,602
-42% -$260K ﹤0.01% 2021
2022
Q2 		$537K Sell
15,701
-23,395
-60% -$951K ﹤0.01% 1868
2022
Q1 		$1.52M Sell
39,096
-6,393
-14% -$230K ﹤0.01% 1417
2021
Q4 		$1.34M Buy
45,489
+78
+0.2% +$2.44K ﹤0.01% 1485
2021
Q3 		$1.2M Sell
45,411
-10,974
-19% -$222K ﹤0.01% 1506
2021
Q2 		$1.39M Sell
56,385
-7,079
-11% -$137K ﹤0.01% 1463
2021
Q1 		$1.04M Sell
63,464
-9,549
-13% -$122K ﹤0.01% 1574
2020
Q4 		$447K Buy
+73,013
New +$246K ﹤0.01% 1907
2014
Q4 		– Sell
-4,260
Closed -$332K – 809
2014
Q3 		$332K Buy
4,260
+1,413
+50% +$115K 0.01% 596
2014
Q2 		$239K Sell
2,847
-63
-2% -$4.83K 0.01% 705
2014
Q1 		$208K Buy
+2,910
New +$228K 0.01% 737

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Truist Financial's SM Position: Q1 2025 in Review

Truist Financial sold out of SM Energy (SM) in Q1 2025, closing a stake of 5,565 shares — an estimated $216K sold.

Truist Financial first reported a position in SM in Q1 2014 and held it in 20 quarters. The position peaked at $3.08M in Q1 2024. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

  • Truist Financial reported no remaining SM Energy position as of Q1 2025 after selling out during the quarter.
  • Truist Financial sold 5,565 SM Energy shares in Q1 2025, an estimated $216K.
  • Truist Financial first reported a position in SM Energy in Q1 2014 and held it in 20 quarters.
  • Truist Financial's SM Energy position peaked at $3.08M in Q1 2024.
  • 404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on Truist Financial's 13F filing for Q1 2025, filed 29 Apr 2025.