Zurich Cantonal Bank
SM icon

Zurich Cantonal Bank’s SM Energy SM Stock Holding History

Zurich Cantonal Bank’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 		$2.45M Buy
94,047
+6,344
+7% +$191K ﹤0.01% 1013
2026
Q1 		$2.73M Buy
+87,703
New +$2M 0.01% 877
2025
Q4 		– Sell
-26,219
Closed -$531K – 3381
2025
Q3 		$655K Sell
26,219
-4,611
-15% -$124K ﹤0.01% 1576
2025
Q2 		$762K Hold
30,830
– – ﹤0.01% 1395
2025
Q1 		$923K Hold
30,830
– – ﹤0.01% 1208
2024
Q4 		$1.19M Sell
30,830
-3,272
-10% -$138K ﹤0.01% 1098
2024
Q3 		$1.36M Buy
34,102
+6,667
+24% +$289K ﹤0.01% 970
2024
Q2 		$1.19M Buy
27,435
+1,910
+7% +$93.8K ﹤0.01% 983
2024
Q1 		$1.27M Sell
25,525
-946
-4% -$38.7K ﹤0.01% 951
2023
Q4 		$1.02M Buy
26,471
+2,344
+10% +$90.4K ﹤0.01% 1049
2023
Q3 		$957K Buy
24,127
+2,777
+13% +$105K ﹤0.01% 988
2023
Q2 		$675K Buy
21,350
+1,608
+8% +$45.4K ﹤0.01% 1174
2023
Q1 		$556K Buy
19,742
+1,588
+9% +$48.4K ﹤0.01% 1235
2022
Q4 		$632K Buy
18,154
+2,033
+13% +$84.5K ﹤0.01% 1119
2022
Q3 		$606K Buy
16,121
+1,539
+11% +$60.5K ﹤0.01% 1060
2022
Q2 		$499K Sell
14,582
-3,825
-21% -$155K ﹤0.01% 1233
2022
Q1 		$717K Sell
18,407
-8,978
-33% -$324K ﹤0.01% 1106
2021
Q4 		$807K Buy
27,385
+4,261
+18% +$133K ﹤0.01% 1131
2021
Q3 		$610K Sell
23,124
-730
-3% -$14.7K ﹤0.01% 1167
2021
Q2 		$588K Buy
+23,854
New +$462K ﹤0.01% 1139
2020
Q2 		– Sell
-6,603
Closed -$8K – 2587
2020
Q1 		$8K Hold
6,603
– – ﹤0.01% 2522
2019
Q4 		$74K Hold
6,603
– – ﹤0.01% 1912
2019
Q3 		$64K Hold
6,603
– – ﹤0.01% 1863
2019
Q2 		$83K Buy
6,603
+861
+15% +$12.5K ﹤0.01% 1727
2019
Q1 		$100K Sell
5,742
-2,054
-26% -$36.5K ﹤0.01% 1585
2018
Q4 		$121K Buy
7,796
+1,248
+19% +$28.9K ﹤0.01% 1492
2018
Q3 		$206K Buy
6,548
+966
+17% +$27.7K ﹤0.01% 1292
2018
Q2 		$143K Hold
5,582
– – ﹤0.01% 1453
2018
Q1 		$101K Hold
5,582
– – ﹤0.01% 1594
2017
Q4 		$123K Buy
5,582
+2,040
+58% +$41.2K ﹤0.01% 1467
2017
Q3 		$63K Hold
3,542
– – ﹤0.01% 1660
2017
Q2 		$59K Buy
3,542
+475
+15% +$9.43K ﹤0.01% 1663
2017
Q1 		$74K Hold
3,067
– – ﹤0.01% 1547
2016
Q4 		$106K Hold
3,067
– – ﹤0.01% 1259
2016
Q3 		$118K Buy
3,067
+1,593
+108% +$51.1K ﹤0.01% 1164
2016
Q2 		$40K Hold
1,474
– – ﹤0.01% 1611
2016
Q1 		$28K Hold
1,474
– – ﹤0.01% 1790
2015
Q4 		$29K Buy
1,474
+422
+40% +$12.9K ﹤0.01% 1798
2015
Q3 		$34K Buy
1,052
+745
+243% +$27K ﹤0.01% 1309
2015
Q2 		$14K Hold
307
– – ﹤0.01% 1225
2015
Q1 		$16K Buy
+307
New +$13.3K ﹤0.01% 1170

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

Zurich Cantonal Bank's SM Position: Q2 2026 in Review

Zurich Cantonal Bank increased its SM Energy (SM) stake by 7.2% in Q2 2026, buying an estimated $191K and bringing the position to 94,047 shares worth $2.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Zurich Cantonal Bank first reported a position in SM in Q1 2015 and has held it in 41 quarters since. The position peaked at $2.73M in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Zurich Cantonal Bank held 94,047 shares of SM Energy worth $2.45M as of Q2 2026.
  • Zurich Cantonal Bank bought 6,344 SM Energy shares in Q2 2026, an estimated $191K.
  • SM Energy made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q2 2026, its #1013 holding.
  • Zurich Cantonal Bank first reported a position in SM Energy in Q1 2015 and has held it in 41 quarters since.
  • Zurich Cantonal Bank's SM Energy position peaked at $2.73M in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.