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Root Financial Partners’s J.M. Smucker SJM Stock Holding History

Root Financial Partners’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 		– Sell
-593
Closed -$57.2K – 2709
2026
Q1 		$57.2K Buy
593
+305
+106% +$31.9K ﹤0.01% 819
2025
Q4 		$28.2K Buy
288
+19
+7% +$1.96K ﹤0.01% 986
2025
Q3 		$29.2K Buy
+269
New +$29.2K ﹤0.01% 908

Other funds holding SJM

RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Root Financial Partners's SJM Position: Q2 2026 in Review

Root Financial Partners sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 593 shares — an estimated $57.2K sold.

Root Financial Partners first reported a position in SJM in Q3 2025 and held it in 3 quarters. The position peaked at $57.2K in Q1 2026. 309 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Root Financial Partners reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 593 J.M. Smucker shares in Q2 2026, an estimated $57.2K.
  • Root Financial Partners first reported a position in J.M. Smucker in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's J.M. Smucker position peaked at $57.2K in Q1 2026.
  • 309 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.