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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
Q3 		$641K Sell
5,387
-1,825
-25% -$220K 0.11% 62
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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MFA Wealth Advisors's SJM Position: Q3 2026 in Review

MFA Wealth Advisors reduced its J.M. Smucker (SJM) stake by 25% in Q3 2026, selling an estimated $220K and leaving 5,387 shares worth $641K. The position accounts for 0.11% of the portfolio, ranked #62.

MFA Wealth Advisors first reported a position in SJM in Q1 2026 and has held it in 3 quarters since. The position peaked at $811K in Q2 2026. 31 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • MFA Wealth Advisors held 5,387 shares of J.M. Smucker worth $641K as of Q3 2026.
  • MFA Wealth Advisors sold 1,825 J.M. Smucker shares in Q3 2026, an estimated $220K.
  • J.M. Smucker made up 0.11% of MFA Wealth Advisors's portfolio in Q3 2026, its #62 holding.
  • MFA Wealth Advisors first reported a position in J.M. Smucker in Q1 2026 and has held it in 3 quarters since.
  • MFA Wealth Advisors's J.M. Smucker position peaked at $811K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.