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

Merit 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 		$1.24M Buy
10,424
+1,487
+17% +$179K 0.01% 1032
2026
Q2 		$1.01M Buy
8,937
+4,533
+103% +$462K 0.01% 1071
2026
Q1 		$425K Buy
4,404
+864
+24% +$90.5K ﹤0.01% 1459
2025
Q4 		$346K Sell
3,540
-2,648
-43% -$274K ﹤0.01% 1479
2025
Q3 		$672K Buy
6,188
+3,047
+97% +$331K 0.01% 1029
2025
Q2 		$308K Buy
3,141
+1,426
+83% +$157K ﹤0.01% 1327
2025
Q1 		$203K Buy
+1,715
New +$185K ﹤0.01% 1303
2023
Q3 		– Sell
-1,392
Closed -$206K – 782
2023
Q2 		$206K Sell
1,392
-119
-8% -$18.2K 0.01% 700
2023
Q1 		$238K Sell
1,511
-105
-6% -$15.9K 0.01% 562
2022
Q4 		$256K Buy
1,616
+19
+1% +$2.83K 0.01% 578
2022
Q3 		$219K Sell
1,597
-799
-33% -$109K 0.01% 506
2022
Q2 		$307K Buy
2,396
+825
+53% +$110K 0.01% 448
2022
Q1 		$213K Buy
+1,571
New +$214K 0.01% 356
2018
Q1 		– Sell
-2,431
Closed -$302K – 122
2017
Q4 		$302K Buy
+2,431
New +$270K 0.06% 86

Other funds holding SJM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.67B AUM 20.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

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

Merit Financial Group increased its J.M. Smucker (SJM) stake by 17% in Q3 2026, buying an estimated $179K and bringing the position to 10,424 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #1032.

Merit Financial Group first reported a position in SJM in Q4 2017 and has held it in 14 quarters since. 517 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Merit Financial Group held 10,424 shares of J.M. Smucker worth $1.24M as of Q3 2026.
  • Merit Financial Group bought 1,487 J.M. Smucker shares in Q3 2026, an estimated $179K.
  • J.M. Smucker made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #1032 holding.
  • Merit Financial Group first reported a position in J.M. Smucker in Q4 2017 and has held it in 14 quarters since.
  • 517 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.