NFG
SJM icon

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

Northeast 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
2025
Q3 		– Sell
-8,161
Closed -$802K – 94
2025
Q2 		$802K Buy
8,161
+1,354
+20% +$149K 0.23% 48
2025
Q1 		$806K Buy
+6,807
New +$735K 0.28% 45

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northeast Financial Group's SJM Position: Q3 2025 in Review

Northeast Financial Group sold out of J.M. Smucker (SJM) in Q3 2025, closing a stake of 8,161 shares — an estimated $802K sold.

Northeast Financial Group first reported a position in SJM in Q1 2025 and held it in 2 quarters. The position peaked at $806K in Q1 2025. 807 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

  • Northeast Financial Group reported no remaining J.M. Smucker position as of Q3 2025 after selling out during the quarter.
  • Northeast Financial Group sold 8,161 J.M. Smucker shares in Q3 2025, an estimated $802K.
  • Northeast Financial Group first reported a position in J.M. Smucker in Q1 2025 and held it in 2 quarters.
  • Northeast Financial Group's J.M. Smucker position peaked at $806K in Q1 2025.
  • 807 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on Northeast Financial Group's 13F filing for Q3 2025, filed 10 Nov 2025.