MOODY NATIONAL BANK TRUST DIVISION SM — SM Energy Co

Ownership history in MOODY NATIONAL BANK TRUST DIVISION  ·  17 quarters on record

AI Ownership Summary

MOODY NATIONAL BANK TRUST DIVISION reported SM Energy Co (SM) in 17 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.06% in 2024 Q3. The latest visible filing shows SM at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOODY NATIONAL BANK TRUST DIVISION's position in SM Energy Co, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SM was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SM stock page MOODY NATIONAL BANK TRUST DIVISION fund profile MOODY NATIONAL BANK TRUST DIVISION full holdings
How MOODY NATIONAL BANK TRUST DIVISION held SM — position size vs. price
% of Fund (quarterly)    SM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 16,414 -67 -0.4% 0.04% $428K 2026-07-07 $27.76
2026 Q1 ADDED — — — 16,481 +1,481 +9.9% 0.05% $514K 2026-04-09 $27.97
2025 Q4 REDUCED — — — 15,000 -46 -0.3% 0.03% $280K 2026-01-12 $17.49
2025 Q3 ADDED — — — 15,046 +46 +0.3% 0.03% $376K 2025-10-06 $24.36
2025 Q2 REDUCED — — — 15,000 -534 -3.4% 0.03% $371K 2025-07-10 $27.03
2025 Q1 ADDED — — — 15,534 +534 +3.6% 0.05% $465K 2025-04-04 $21.01
2024 Q4 UNCHANGED — — — 15,000 — 0% 0.06% $581K 2025-01-13 $41.07
2024 Q3 UNCHANGED — — — 15,000 — 0% 0.06% $600K 2024-10-03 $41.24
2024 Q2 UNCHANGED — — — 15,000 — 0% 0.05% $648K 2024-07-03 $42.21
2024 Q1 UNCHANGED — — — 15,000 — 0% 0.06% $748K 2024-04-04 $48.30
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SM

As of 2026 Q2 — sorted by position size

FEARNLEY ASSET MANAGEMENT AS 14.04% Webs Creek Capital Management LP 3Y 10.09% ARISTEIA CAPITAL, L.L.C. 3Y 7Y 4.41% SMH CAPITAL ADVISORS INC 3Y 7Y 3.83% DONALD SMITH & CO., INC. 3Y 7Y 3.53% AEGIS FINANCIAL CORP 3Y 7Y 3.21% PLUSTICK MANAGEMENT LLC 3Y 2.18% Tiptree Advisors, LLC 3Y 7Y 1.94% PICKERING ENERGY PARTNERS LP 3Y 1.7% Expect Equity LLC 1.61%

FAQ About MOODY NATIONAL BANK TRUST DIVISION and SM

These are the practical questions this page is built to answer before you even open the full history table.

How long has MOODY NATIONAL BANK TRUST DIVISION reported owning SM?

MOODY NATIONAL BANK TRUST DIVISION reported SM across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SM position in MOODY NATIONAL BANK TRUST DIVISION's portfolio?

The largest reported portfolio weight for SM was 0.06% in 2024 Q3.

What is the latest reported SM position on this page?

The most recent filing on this page is 2026 Q2, when MOODY NATIONAL BANK TRUST DIVISION reported 16,414 shares, equal to 0.04% of portfolio, with an estimated market value of $428K.

What does the chart on this SM ownership page compare?

The chart compares MOODY NATIONAL BANK TRUST DIVISION's quarterly SM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MOODY NATIONAL BANK TRUST DIVISION time their SM position?

Based on 13F filing dates vs. subsequent SM price moves, MOODY NATIONAL BANK TRUST DIVISION correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on SM relative to SPY over the holding period was +47.7%.

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