VCM
SM icon

Versant Capital Management’s SM Energy SM Stock Holding History

Versant Capital Management’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
Q3 		$66K Buy
1,955
+58
+3% +$1.94K 0.01% 1214
2026
Q2 		$49.5K Buy
1,897
+1,529
+415% +$45.9K ﹤0.01% 1362
2026
Q1 		$11.5K Sell
368
-1,683
-82% -$38.4K ﹤0.01% 2077
2025
Q4 		$38.4K Buy
2,051
+275
+15% +$5.57K ﹤0.01% 1230
2025
Q3 		$44.3K Buy
1,776
+1,186
+201% +$32K 0.01% 1106
2025
Q2 		$14.6K Buy
+590
New +$14.3K ﹤0.01% 1696
2025
Q1 		– Sell
-112
Closed -$4.34K – 2611
2024
Q4 		$4.34K Buy
112
+93
+489% +$3.93K ﹤0.01% 1823
2024
Q3 		$759 Sell
19
-110
-85% -$4.77K ﹤0.01% 1803
2024
Q2 		$5.58K Buy
+129
New +$6.33K ﹤0.01% 1189
2022
Q3 		– Sell
-775
Closed -$26K – 1636
2022
Q2 		$26K Hold
775
– – 0.01% 373
2022
Q1 		$30K Sell
775
-727
-48% -$26.2K 0.01% 368
2021
Q4 		$44K Buy
1,502
+29
+2% +$905 0.01% 272
2021
Q3 		$39K Sell
1,473
-180
-11% -$3.64K 0.01% 285
2021
Q2 		$41K Buy
1,653
+755
+84% +$14.6K 0.02% 278
2021
Q1 		$15K Sell
898
-184
-17% -$2.35K 0.01% 654
2020
Q4 		$6K Buy
1,082
+901
+498% +$3.04K ﹤0.01% 882
2020
Q3 		$0 Sell
181
-2,009
-92% -$5.61K ﹤0.01% 1480
2020
Q2 		$8K Buy
+2,190
New +$7.17K ﹤0.01% 708
2020
Q1 		– Sell
-159
Closed -$1K – 1627
2019
Q4 		$1K Sell
159
-2,325
-94% -$20.9K ﹤0.01% 1273
2019
Q3 		$24K Buy
2,484
+2,465
+12,974% +$25.1K 0.01% 402
2019
Q2 		$0 Sell
19
-4
-17% -$58 ﹤0.01% 1662
2019
Q1 		$0 Hold
23
– – ﹤0.01% 1715
2018
Q4 		$0 Sell
23
-49
-68% -$1.13K ﹤0.01% 1627
2018
Q3 		$2K Hold
72
– – ﹤0.01% 1329
2018
Q2 		$1K Hold
72
– – ﹤0.01% 1427
2018
Q1 		$1K Buy
72
+32
+80% +$691 ﹤0.01% 1406
2017
Q4 		$0 Buy
40
+17
+74% +$343 ﹤0.01% 1628
2017
Q3 		$0 Buy
+23
New +$360 ﹤0.01% 1557

Other funds holding SM

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Versant Capital Management's SM Position: Q3 2026 in Review

Versant Capital Management increased its SM Energy (SM) stake by 3.1% in Q3 2026, buying an estimated $1.94K and bringing the position to 1,955 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #1214.

Versant Capital Management first reported a position in SM in Q3 2017 and has held it in 28 quarters since. 24 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • Versant Capital Management held 1,955 shares of SM Energy worth $66K as of Q3 2026.
  • Versant Capital Management bought 58 SM Energy shares in Q3 2026, an estimated $1.94K.
  • SM Energy made up 0.01% of Versant Capital Management's portfolio in Q3 2026, its #1214 holding.
  • Versant Capital Management first reported a position in SM Energy in Q3 2017 and has held it in 28 quarters since.
  • 24 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.