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UMB Bank’s SM Energy SM Stock Holding History

UMB Bank’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 		$72.5K Sell
2,779
-660
-19% -$19.8K ﹤0.01% 1175
2026
Q1 		$107K Buy
3,439
+1,528
+80% +$34.9K ﹤0.01% 947
2025
Q4 		$35.7K Buy
1,911
+967
+102% +$19.6K ﹤0.01% 1361
2025
Q3 		$23.6K Buy
944
+164
+21% +$4.42K ﹤0.01% 1395
2025
Q2 		$19.3K Sell
780
-90
-10% -$2.18K ﹤0.01% 1386
2025
Q1 		$26.1K Buy
870
+120
+16% +$4.3K ﹤0.01% 1263
2024
Q4 		$29.1K Sell
750
-86
-10% -$3.63K ﹤0.01% 1125
2024
Q3 		$33.4K Buy
836
+202
+32% +$8.76K ﹤0.01% 1009
2024
Q2 		$27.4K Sell
634
-195
-24% -$9.58K ﹤0.01% 974
2024
Q1 		$41.3K Buy
829
+332
+67% +$13.6K ﹤0.01% 868
2023
Q4 		$19.2K Sell
497
-634
-56% -$24.4K ﹤0.01% 1072
2023
Q3 		$44.8K Buy
1,131
+113
+11% +$4.28K ﹤0.01% 858
2023
Q2 		$32.2K Buy
1,018
+543
+114% +$15.3K ﹤0.01% 960
2023
Q1 		$13.4K Buy
475
+375
+375% +$11.4K ﹤0.01% 1212
2022
Q4 		$3K Hold
100
– – ﹤0.01% 1515
2022
Q3 		$4K Hold
100
– – ﹤0.01% 1509
2022
Q2 		$3K Hold
100
– – ﹤0.01% 1690
2022
Q1 		$4K Hold
100
– – ﹤0.01% 1719
2021
Q4 		$3K Buy
+100
New +$3.12K ﹤0.01% 1760

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

UMB Bank's SM Position: Q2 2026 in Review

UMB Bank reduced its SM Energy (SM) stake by 19% in Q2 2026, selling an estimated $19.8K and leaving 2,779 shares worth $72.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

UMB Bank first reported a position in SM in Q4 2021 and has held it in 19 quarters since. The position peaked at $107K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • UMB Bank held 2,779 shares of SM Energy worth $72.5K as of Q2 2026.
  • UMB Bank sold 660 SM Energy shares in Q2 2026, an estimated $19.8K.
  • SM Energy made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1175 holding.
  • UMB Bank first reported a position in SM Energy in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's SM Energy position peaked at $107K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.