MGP
SFD

M&G plc’s Smithfield Foods SFD Stock Holding History

M&G plc’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 		$7.5M Buy
312,459
+7,851
+3% +$210K 0.04% 235
2026
Q1 		$8.53M Buy
304,608
+106,785
+54% +$2.57M 0.04% 229
2025
Q4 		$4.35M Buy
+197,823
New +$4.35M 0.02% 276

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

M&G plc's SFD Position: Q2 2026 in Review

M&G plc increased its Smithfield Foods (SFD) stake by 2.6% in Q2 2026, buying an estimated $210K and bringing the position to 312,459 shares worth $7.5M. The position accounts for 0.04% of the portfolio, ranked #235.

M&G plc first reported a position in SFD in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.53M in Q1 2026. 283 funds tracked by Wall St. Rank hold SFD as of Q2 2026.

  • M&G plc held 312,459 shares of Smithfield Foods worth $7.5M as of Q2 2026.
  • M&G plc bought 7,851 Smithfield Foods shares in Q2 2026, an estimated $210K.
  • Smithfield Foods made up 0.04% of M&G plc's portfolio in Q2 2026, its #235 holding.
  • M&G plc first reported a position in Smithfield Foods in Q4 2025 and has held it in 3 quarters since.
  • M&G plc's Smithfield Foods position peaked at $8.53M in Q1 2026.
  • 283 funds tracked by Wall St. Rank held Smithfield Foods as of Q2 2026.

Based on M&G plc's 13F filing for Q2 2026, filed 6 Aug 2026.