Zurich Cantonal Bank
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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
Q1 		– Sell
-32,435
Closed -$607K – 3379
2025
Q4 		$607K Buy
+32,435
New +$657K ﹤0.01% 1668

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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.