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Unison Advisors’s SM Energy SM Stock Holding History

Unison 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 		$956K Buy
36,624
+520
+1% +$15.6K 0.07% 111
2026
Q1 		$1.13M Hold
36,104
– – 0.09% 91
2025
Q4 		$682K Buy
+36,104
New +$731K 0.06% 144

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

Unison Advisors's SM Position: Q2 2026 in Review

Unison Advisors increased its SM Energy (SM) stake by 1.4% in Q2 2026, buying an estimated $15.6K and bringing the position to 36,624 shares worth $956K. The position accounts for 0.07% of the portfolio, ranked #111.

Unison Advisors first reported a position in SM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.13M in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Unison Advisors held 36,624 shares of SM Energy worth $956K as of Q2 2026.
  • Unison Advisors bought 520 SM Energy shares in Q2 2026, an estimated $15.6K.
  • SM Energy made up 0.07% of Unison Advisors's portfolio in Q2 2026, its #111 holding.
  • Unison Advisors first reported a position in SM Energy in Q4 2025 and has held it in 3 quarters since.
  • Unison Advisors's SM Energy position peaked at $1.13M in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Unison Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.