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WhitTier Trust Company’s SM Energy SM Stock Holding History

WhitTier Trust Company’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 		$14.7K Hold
528
– – ﹤0.01% 997
2026
Q1 		$16.1K Buy
+528
New +$12K ﹤0.01% 953

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AC
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State Street
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Vanguard Capital Management
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American Century Companies
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WhitTier Trust Company's SM Position: Q2 2026 in Review

WhitTier Trust Company held its SM Energy (SM) position steady in Q2 2026 at 528 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

WhitTier Trust Company first reported a position in SM in Q1 2026 and has held it in 2 quarters since. The position peaked at $16.1K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • WhitTier Trust Company held 528 shares of SM Energy worth $14.7K as of Q2 2026.
  • WhitTier Trust Company left its SM Energy share count unchanged in Q2 2026.
  • SM Energy made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #997 holding.
  • WhitTier Trust Company first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
  • WhitTier Trust Company's SM Energy position peaked at $16.1K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.