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Trust Point Inc’s SM Energy SM Stock Holding History

Trust Point Inc’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
Q4 		– Sell
-10,469
Closed -$261K – 502
2025
Q3 		$261K Buy
+10,469
New +$282K 0.02% 398
2025
Q2 		– Sell
-14,138
Closed -$423K – 461
2025
Q1 		$423K Sell
14,138
-8,681
-38% -$311K 0.04% 250
2024
Q4 		$884K Sell
22,819
-3,058
-12% -$129K 0.06% 179
2024
Q3 		$1.03M Sell
25,877
-983
-4% -$42.6K 0.08% 156
2024
Q2 		$1.16M Buy
26,860
+293
+1% +$14.4K 0.09% 123
2024
Q1 		$1.32M Buy
26,567
+12,527
+89% +$512K 0.1% 116
2023
Q4 		$544K Buy
+14,040
New +$541K 0.05% 256

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Trust Point Inc's SM Position: Q4 2025 in Review

Trust Point Inc sold out of SM Energy (SM) in Q4 2025, closing a stake of 10,469 shares — an estimated $261K sold.

Trust Point Inc first reported a position in SM in Q4 2023 and held it in 7 quarters. The position peaked at $1.32M in Q1 2024. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • Trust Point Inc reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • Trust Point Inc sold 10,469 SM Energy shares in Q4 2025, an estimated $261K.
  • Trust Point Inc first reported a position in SM Energy in Q4 2023 and held it in 7 quarters.
  • Trust Point Inc's SM Energy position peaked at $1.32M in Q1 2024.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on Trust Point Inc's 13F filing for Q4 2025, filed 13 Jan 2026.