Charles Schwab
SFD

Charles Schwab’s Smithfield Foods SFD Stock Holding History

Charles Schwab’s Portfolio SFD Stock Details SFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.15M Buy
253,490
+109,898
+77% +$2.94M ﹤0.01% 2380
2026
Q1 		$4.02M Buy
143,592
+120,315
+517% +$2.89M ﹤0.01% 2492
2025
Q4 		$520K Buy
23,277
+5,167
+29% +$114K ﹤0.01% 3154
2025
Q3 		$425K Buy
+18,110
New +$443K ﹤0.01% 3216

Other funds holding SFD

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return

Charles Schwab's SFD Position: Q2 2026 in Review

Charles Schwab increased its Smithfield Foods (SFD) stake by 77% in Q2 2026, buying an estimated $2.94M and bringing the position to 253,490 shares worth $6.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2380.

Charles Schwab first reported a position in SFD in Q3 2025 and has held it in 4 quarters since. 284 funds tracked by Wall St. Rank hold SFD as of Q2 2026.

  • Charles Schwab held 253,490 shares of Smithfield Foods worth $6.15M as of Q2 2026.
  • Charles Schwab bought 109,898 Smithfield Foods shares in Q2 2026, an estimated $2.94M.
  • Smithfield Foods made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2380 holding.
  • Charles Schwab first reported a position in Smithfield Foods in Q3 2025 and has held it in 4 quarters since.
  • 284 funds tracked by Wall St. Rank held Smithfield Foods as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.