Root Financial Partners
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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
Q3 		$122K Buy
+1,028
New +$124K ﹤0.01% 642
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $9.6B AUM 22.21% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Root Financial Partners's SJM Position: Q3 2026 in Review

Root Financial Partners opened a new position in J.M. Smucker (SJM) in Q3 2026: 1,028 shares worth $122K. The stake represents ﹤0.01% of the portfolio and ranks #642 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SJM as recently as Q1 2026.

Root Financial Partners first reported a position in SJM in Q3 2025 and has held it in 4 quarters since. 774 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Root Financial Partners held 1,028 shares of J.M. Smucker worth $122K as of Q3 2026.
  • J.M. Smucker was a new Root Financial Partners position in Q3 2026.
  • J.M. Smucker made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #642 holding.
  • Root Financial Partners first reported a position in J.M. Smucker in Q3 2025 and has held it in 4 quarters since.
  • 774 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.