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Chancellor Financial Group WB’s J.M. Smucker SJM Stock Holding History

Chancellor Financial Group WB’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$209K Sell
1,860
-570
-23% -$58.1K 0.13% 140
2026
Q1 		$234K Buy
+2,430
New +$254K 0.17% 116

Other funds holding SJM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Chancellor Financial Group WB's SJM Position: Q2 2026 in Review

Chancellor Financial Group WB reduced its J.M. Smucker (SJM) stake by 23% in Q2 2026, selling an estimated $58.1K and leaving 1,860 shares worth $209K. The position accounts for 0.13% of the portfolio, ranked #140.

Chancellor Financial Group WB first reported a position in SJM in Q1 2026 and has held it in 2 quarters since. The position peaked at $234K in Q1 2026. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Chancellor Financial Group WB held 1,860 shares of J.M. Smucker worth $209K as of Q2 2026.
  • Chancellor Financial Group WB sold 570 J.M. Smucker shares in Q2 2026, an estimated $58.1K.
  • J.M. Smucker made up 0.13% of Chancellor Financial Group WB's portfolio in Q2 2026, its #140 holding.
  • Chancellor Financial Group WB first reported a position in J.M. Smucker in Q1 2026 and has held it in 2 quarters since.
  • Chancellor Financial Group WB's J.M. Smucker position peaked at $234K in Q1 2026.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.