UFF
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USA Financial Formulas’s SM Energy SM Stock Holding History

USA Financial Formulas’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
Q1 		– Sell
-42
Closed -$785 – 514
2025
Q4 		$785 Buy
+42
New +$851 ﹤0.01% 328
2022
Q3 		– Sell
-1,892
Closed -$65K – 404
2022
Q2 		$65K Buy
1,892
+1,145
+153% +$46.5K 0.08% 113
2022
Q1 		$29K Buy
+747
New +$26.9K 0.03% 147

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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

USA Financial Formulas's SM Position: Q1 2026 in Review

USA Financial Formulas sold out of SM Energy (SM) in Q1 2026, closing a stake of 42 shares — an estimated $785 sold.

USA Financial Formulas first reported a position in SM in Q1 2022 and held it in 3 quarters. The position peaked at $65K in Q2 2022. 514 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • USA Financial Formulas reported no remaining SM Energy position as of Q1 2026 after selling out during the quarter.
  • USA Financial Formulas sold 42 SM Energy shares in Q1 2026, an estimated $785.
  • USA Financial Formulas first reported a position in SM Energy in Q1 2022 and held it in 3 quarters.
  • USA Financial Formulas's SM Energy position peaked at $65K in Q2 2022.
  • 514 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.