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Trust Company’s SM Energy SM Stock Holding History

Trust Company’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 		$574 Hold
17
– – ﹤0.01% 716
2026
Q2 		$444 Hold
17
– – ﹤0.01% 788
2026
Q1 		$530 Hold
17
– – ﹤0.01% 694
2025
Q4 		$318 Buy
+17
New +$344 ﹤0.01% 816

Other funds holding SM

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Trust Company's SM Position: Q3 2026 in Review

Trust Company held its SM Energy (SM) position steady in Q3 2026 at 17 shares worth $574. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Trust Company first reported a position in SM in Q4 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • Trust Company held 17 shares of SM Energy worth $574 as of Q3 2026.
  • Trust Company left its SM Energy share count unchanged in Q3 2026.
  • SM Energy made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #716 holding.
  • Trust Company first reported a position in SM Energy in Q4 2025 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.