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

Jefferies Financial Group’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
Q3 		– Sell
-10,380
Closed -$1.17M – 1765
2026
Q2 		$1.17M Buy
+10,380
New +$1.06M 0.01% 901
2026
Q1 		– Sell
-7,521
Closed -$736K – 2156
2025
Q4 		$736K Sell
7,521
-17,518
-70% -$1.81M ﹤0.01% 1213
2025
Q3 		$2.72M Buy
+25,039
New +$2.72M 0.01% 543
2023
Q4 		– Sell
-17,669
Closed -$2.17M – 1962
2023
Q3 		$2.17M Buy
+17,669
New +$2.51M 0.02% 599
2023
Q2 		– Sell
-9,707
Closed -$1.53M – 1981
2023
Q1 		$1.53M Sell
9,707
-36,993
-79% -$5.62M 0.01% 745
2022
Q4 		$7.4M Buy
+46,700
New +$6.96M 0.05% 289

Other funds holding SJM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $9.6B AUM 22.21% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Jefferies Financial Group's SJM Position: Q3 2026 in Review

Jefferies Financial Group sold out of J.M. Smucker (SJM) in Q3 2026, closing a stake of 10,380 shares — an estimated $1.17M sold.

Jefferies Financial Group first reported a position in SJM in Q4 2022 and held it in 6 quarters. The position peaked at $7.4M in Q4 2022. 774 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Jefferies Financial Group reported no remaining J.M. Smucker position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 10,380 J.M. Smucker shares in Q3 2026, an estimated $1.17M.
  • Jefferies Financial Group first reported a position in J.M. Smucker in Q4 2022 and held it in 6 quarters.
  • Jefferies Financial Group's J.M. Smucker position peaked at $7.4M in Q4 2022.
  • 774 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.