VF
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Vest Financial’s SM Energy SM Stock Holding History

Vest Financial’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
2025
Q4 		– Sell
-29,422
Closed -$735K – 441
2025
Q3 		$735K Sell
29,422
-17,631
-37% -$476K 0.01% 370
2025
Q2 		$1.16M Sell
47,053
-5,568
-11% -$135K 0.02% 325
2025
Q1 		$1.58M Sell
52,621
-13,448
-20% -$482K 0.02% 272
2024
Q4 		$2.56M Buy
66,069
+30,343
+85% +$1.28M 0.05% 130
2024
Q3 		$1.43M Buy
35,726
+12,887
+56% +$559K 0.03% 202
2024
Q2 		$987K Buy
22,839
+4,950
+28% +$243K 0.02% 203
2024
Q1 		$892K Buy
17,889
+11,575
+183% +$473K 0.02% 156
2023
Q4 		$244K Buy
+6,314
New +$243K 0.01% 148

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Vest Financial's SM Position: Q4 2025 in Review

Vest Financial sold out of SM Energy (SM) in Q4 2025, closing a stake of 29,422 shares — an estimated $735K sold.

Vest Financial first reported a position in SM in Q4 2023 and held it in 8 quarters. The position peaked at $2.56M in Q4 2024. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • Vest Financial reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • Vest Financial sold 29,422 SM Energy shares in Q4 2025, an estimated $735K.
  • Vest Financial first reported a position in SM Energy in Q4 2023 and held it in 8 quarters.
  • Vest Financial's SM Energy position peaked at $2.56M in Q4 2024.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on Vest Financial's 13F filing for Q4 2025, filed 30 Jan 2026.