VNA
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Valley National Advisers’s SM Energy SM Stock Holding History

Valley National Advisers’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 		$18.9K Sell
725
-22
-3% -$661 ﹤0.01% 530
2026
Q1 		$23K Buy
+747
New +$17K ﹤0.01% 490
2024
Q1 		– Sell
-40
Closed -$1K – 1287
2023
Q4 		$1K Buy
+40
New +$1.54K ﹤0.01% 1144

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

Valley National Advisers's SM Position: Q2 2026 in Review

Valley National Advisers reduced its SM Energy (SM) stake by 2.9% in Q2 2026, selling an estimated $661 and leaving 725 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Valley National Advisers first reported a position in SM in Q4 2023 and has held it in 3 quarters since. The position peaked at $23K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Valley National Advisers held 725 shares of SM Energy worth $18.9K as of Q2 2026.
  • Valley National Advisers sold 22 SM Energy shares in Q2 2026, an estimated $661.
  • SM Energy made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #530 holding.
  • Valley National Advisers first reported a position in SM Energy in Q4 2023 and has held it in 3 quarters since.
  • Valley National Advisers's SM Energy position peaked at $23K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.