Itau Unibanco Holding S.A.’s J.M. Smucker SJM Stock Holding History

Itau Unibanco Holding S.A.’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
2025 Q4	–	Sell	-1,756	Closed	-$191K	–	461
2025 Q3	$191K	Buy	+1,756	New	+$191K	0.01%	177
2023 Q4	–	Sell	-777	Closed	-$95.5K	–	506
2023 Q3	$95.5K	Buy	+777	New	+$110K	﹤0.01%	207
2021 Q4	–	Sell	-792	Closed	-$95K	–	470
2021 Q3	$95K	Buy	792 +538	+212%	+$68.4K	0.01%	191
2021 Q2	$33K	Buy	+254	New	+$33.7K	﹤0.01%	255
2020 Q1	–	Sell	-1,972	Closed	-$205K	–	801
2019 Q4	$205K	Buy	+1,972	New	+$209K	0.01%	232
2018 Q3	–	Sell	-1,805	Closed	-$194K	–	762
2018 Q2	$194K	Buy	+1,805	New	+$203K	0.02%	308
2017 Q2	–	Sell	-10	Closed	-$1K	–	740
2017 Q1	$1K	Buy	+10	New	+$1.36K	﹤0.01%	699

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Itau Unibanco Holding S.A.'s SJM Position: Q4 2025 in Review

Itau Unibanco Holding S.A. sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 1,756 shares — an estimated $191K sold.

Itau Unibanco Holding S.A. first reported a position in SJM in Q1 2017 and held it in 7 quarters. The position peaked at $205K in Q4 2019. 822 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

Itau Unibanco Holding S.A. reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 1,756 J.M. Smucker shares in Q4 2025, an estimated $191K.
Itau Unibanco Holding S.A. first reported a position in J.M. Smucker in Q1 2017 and held it in 7 quarters.
Itau Unibanco Holding S.A.'s J.M. Smucker position peaked at $205K in Q4 2019.
822 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2025, filed 13 Feb 2026.