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Moody National Bank Trust Division’s J.M. Smucker SJM Stock Holding History

Moody National Bank Trust Division’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 		$296K Hold
2,491
– – 0.02% 423
2026
Q2 		$280K Buy
2,491
+132
+6% +$13.4K 0.02% 435
2026
Q1 		$228K Buy
2,359
+55
+2% +$5.76K 0.02% 464
2025
Q4 		$225K Sell
2,304
-149
-6% -$15.4K 0.02% 473
2025
Q3 		$266K Hold
2,453
– – 0.02% 437
2025
Q2 		$241K Buy
2,453
+28
+1% +$3.08K 0.02% 440
2025
Q1 		$287K Hold
2,425
– – 0.03% 415
2024
Q4 		$267K Buy
2,425
+640
+36% +$73.6K 0.03% 417
2024
Q3 		$216K Buy
+1,785
New +$210K 0.02% 442
2023
Q1 		– Sell
-1,266
Closed -$201K – 611
2022
Q4 		$201K Buy
+1,266
New +$189K 0.02% 580
2019
Q2 		– Sell
-184
Closed -$21K – 875
2019
Q1 		$21K Buy
184
+44
+31% +$4.6K ﹤0.01% 542
2018
Q4 		$13K Buy
140
+123
+724% +$12.8K ﹤0.01% 574
2018
Q3 		$2K Buy
+17
New +$1.86K ﹤0.01% 432

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
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 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

Moody National Bank Trust Division's SJM Position: Q3 2026 in Review

Moody National Bank Trust Division held its J.M. Smucker (SJM) position steady in Q3 2026 at 2,491 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #423.

Moody National Bank Trust Division first reported a position in SJM in Q3 2018 and has held it in 13 quarters since. 31 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Moody National Bank Trust Division held 2,491 shares of J.M. Smucker worth $296K as of Q3 2026.
  • Moody National Bank Trust Division left its J.M. Smucker share count unchanged in Q3 2026.
  • J.M. Smucker made up 0.02% of Moody National Bank Trust Division's portfolio in Q3 2026, its #423 holding.
  • Moody National Bank Trust Division first reported a position in J.M. Smucker in Q3 2018 and has held it in 13 quarters since.
  • 31 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Moody National Bank Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.