STA
SFD

Summit Trail Advisors’s Smithfield Foods SFD Stock Holding History

Summit Trail Advisors’s Portfolio SFD Stock Details SFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$355K Sell
14,633
-2,143
-13% -$57.3K ﹤0.01% 1308
2026
Q1 		$469K Buy
16,776
+2,647
+19% +$63.7K 0.01% 1182
2025
Q4 		$316K Buy
+14,129
New +$311K 0.01% 1196

Other funds holding SFD

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return

Summit Trail Advisors's SFD Position: Q2 2026 in Review

Summit Trail Advisors reduced its Smithfield Foods (SFD) stake by 13% in Q2 2026, selling an estimated $57.3K and leaving 14,633 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Summit Trail Advisors first reported a position in SFD in Q4 2025 and has held it in 3 quarters since. The position peaked at $469K in Q1 2026. 283 funds tracked by Wall St. Rank hold SFD as of Q2 2026.

  • Summit Trail Advisors held 14,633 shares of Smithfield Foods worth $355K as of Q2 2026.
  • Summit Trail Advisors sold 2,143 Smithfield Foods shares in Q2 2026, an estimated $57.3K.
  • Smithfield Foods made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1308 holding.
  • Summit Trail Advisors first reported a position in Smithfield Foods in Q4 2025 and has held it in 3 quarters since.
  • Summit Trail Advisors's Smithfield Foods position peaked at $469K in Q1 2026.
  • 283 funds tracked by Wall St. Rank held Smithfield Foods as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.