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

Strive 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
2026
Q2 		– Sell
-4
Closed -$1K – 946
2026
Q1 		$1K Buy
+4
New +$419 ﹤0.01% 736

Other funds holding SJM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.57B AUM 26.96% 1-Year Est. Return

Strive Financial Group's SJM Position: Q2 2026 in Review

Strive Financial Group reduced its J.M. Smucker (SJM) stake by 63% in Q2 2026, selling an estimated $72.1K and leaving 410 shares worth $46.1K. The position accounts for 0.02% of the portfolio, ranked #282.

Strive Financial Group first reported a position in SJM in Q4 2025 and has held it in 3 quarters since. The position peaked at $109K in Q4 2025. 580 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Strive Financial Group held 410 shares of J.M. Smucker worth $46.1K as of Q2 2026.
  • Strive Financial Group sold 708 J.M. Smucker shares in Q2 2026, an estimated $72.1K.
  • J.M. Smucker made up 0.02% of Strive Financial Group's portfolio in Q2 2026, its #282 holding.
  • Strive Financial Group first reported a position in J.M. Smucker in Q4 2025 and has held it in 3 quarters since.
  • Strive Financial Group's J.M. Smucker position peaked at $109K in Q4 2025.
  • 580 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.