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Yousif Capital Management’s SM Energy SM Stock Holding History

Yousif 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
Q2 		$1.73M Sell
66,375
-1,739
-3% -$52.2K 0.02% 757
2026
Q1 		$2.12M Buy
68,114
+34,134
+100% +$779K 0.02% 635
2025
Q4 		$619K Sell
33,980
-4,446
-12% -$90.1K 0.01% 1316
2025
Q3 		$959K Sell
38,426
-7,042
-15% -$190K 0.01% 1119
2025
Q2 		$1.12M Buy
45,468
+767
+2% +$18.6K 0.01% 1069
2025
Q1 		$1.34M Sell
44,701
-465
-1% -$16.7K 0.02% 939
2024
Q4 		$1.75M Sell
45,166
-470
-1% -$19.8K 0.02% 834
2024
Q3 		$1.82M Sell
45,636
-1,719
-4% -$74.6K 0.02% 828
2024
Q2 		$2.05M Sell
47,355
-6,254
-12% -$307K 0.02% 753
2024
Q1 		$2.67M Sell
53,609
-5,189
-9% -$212K 0.03% 651
2023
Q4 		$2.28M Sell
58,798
-3,499
-6% -$135K 0.03% 733
2023
Q3 		$2.47M Sell
62,297
-5,028
-7% -$191K 0.03% 616
2023
Q2 		$2.13M Sell
67,325
-5,273
-7% -$149K 0.03% 735
2023
Q1 		$2.04M Sell
72,598
-9,015
-11% -$275K 0.03% 763
2022
Q4 		$2.84M Sell
81,613
-18,675
-19% -$777K 0.04% 560
2022
Q3 		$3.77M Sell
100,288
-1,266
-1% -$49.8K 0.05% 373
2022
Q2 		$3.47M Sell
101,554
-12,025
-11% -$489K 0.05% 452
2022
Q1 		$4.42M Buy
113,579
+1,145
+1% +$41.3K 0.05% 412
2021
Q4 		$3.31M Buy
+112,434
New +$3.51M 0.03% 614

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 $3.38T AUM 44.17% 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

Yousif Capital Management's SM Position: Q2 2026 in Review

Yousif Capital Management reduced its SM Energy (SM) stake by 2.6% in Q2 2026, selling an estimated $52.2K and leaving 66,375 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #757.

Yousif Capital Management first reported a position in SM in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.42M in Q1 2022. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Yousif Capital Management held 66,375 shares of SM Energy worth $1.73M as of Q2 2026.
  • Yousif Capital Management sold 1,739 SM Energy shares in Q2 2026, an estimated $52.2K.
  • SM Energy made up 0.02% of Yousif Capital Management's portfolio in Q2 2026, its #757 holding.
  • Yousif Capital Management first reported a position in SM Energy in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's SM Energy position peaked at $4.42M in Q1 2022.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.