Krilogy Financial’s J.M. Smucker SJM Stock Holding History

Krilogy Financial’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	$350K	Buy	2,914 +338	+13%	+$40.7K	0.01%	792
2026 Q2	$290K	Buy	+2,576	New	+$262K	0.01%	835
2018 Q4	–	Sell	-546	Closed	-$56K	–	571
2018 Q3	$56K	Buy	+546	New	+$59.6K	0.01%	300
2018 Q2	–	Sell	-546	Closed	-$68K	–	540
2018 Q1	$68K	Buy	546 +536	+5,360%	+$66.9K	0.02%	289
2017 Q4	$1K	Hold	10	–	–	﹤0.01%	743
2017 Q3	$1K	Hold	10	–	–	﹤0.01%	780
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	701
2017 Q1	$1K	Hold	10	–	–	﹤0.01%	690
2016 Q4	$1K	Hold	10	–	–	﹤0.01%	690
2016 Q3	$1K	Hold	10	–	–	﹤0.01%	711
2016 Q2	$2K	Hold	10	–	–	﹤0.01%	686
2016 Q1	$1K	Buy	+10	New	+$1.26K	﹤0.01%	656
2015 Q4	–	Sell	-10	Closed	-$1K	–	581
2015 Q3	$1K	Buy	+10	New	+$1.12K	﹤0.01%	590

Other funds holding SJM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.67B AUM 20.47% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Krilogy Financial's SJM Position: Q3 2026 in Review

Krilogy Financial increased its J.M. Smucker (SJM) stake by 13% in Q3 2026, buying an estimated $40.7K and bringing the position to 2,914 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #792.

Krilogy Financial first reported a position in SJM in Q3 2015 and has held it in 13 quarters since. 477 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

Krilogy Financial held 2,914 shares of J.M. Smucker worth $350K as of Q3 2026.
Krilogy Financial bought 338 J.M. Smucker shares in Q3 2026, an estimated $40.7K.
J.M. Smucker made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #792 holding.
Krilogy Financial first reported a position in J.M. Smucker in Q3 2015 and has held it in 13 quarters since.
477 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.