MFA Wealth Advisors’s J.M. Smucker SJM Stock Holding History

MFA Wealth Advisors’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 Q2	$811K	Buy	7,212 +585	+9%	+$59.6K	0.14%	58
2026 Q1	$639K	Buy	+6,627	New	+$694K	0.13%	58

Other funds holding SJM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MFA Wealth Advisors's SJM Position: Q2 2026 in Review

MFA Wealth Advisors increased its J.M. Smucker (SJM) stake by 8.8% in Q2 2026, buying an estimated $59.6K and bringing the position to 7,212 shares worth $811K. The position accounts for 0.14% of the portfolio, ranked #58.

MFA Wealth Advisors first reported a position in SJM in Q1 2026 and has held it in 2 quarters since. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

MFA Wealth Advisors held 7,212 shares of J.M. Smucker worth $811K as of Q2 2026.
MFA Wealth Advisors bought 585 J.M. Smucker shares in Q2 2026, an estimated $59.6K.
J.M. Smucker made up 0.14% of MFA Wealth Advisors's portfolio in Q2 2026, its #58 holding.
MFA Wealth Advisors first reported a position in J.M. Smucker in Q1 2026 and has held it in 2 quarters since.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.