TFC Financial Management’s J.M. Smucker SJM Stock Holding History

TFC Financial Management’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	$595	Hold	5	–	–	﹤0.01%	726
2026 Q2	$563	Buy	+5	New	+$509	﹤0.01%	740
2025 Q3	–	Sell	-5	Closed	-$491	–	1050
2025 Q2	$491	Hold	5	–	–	﹤0.01%	684
2025 Q1	$593	Buy	+5	New	+$540	﹤0.01%	615
2024 Q4	–	Sell	-10	Closed	-$1.21K	–	1022
2024 Q3	$1.21K	Buy	10 +1	+11%	+$118	﹤0.01%	565
2024 Q2	$982	Sell	9 -1	-10%	-$113	﹤0.01%	563
2024 Q1	$1.26K	Buy	10 +1	+11%	+$127	﹤0.01%	518
2023 Q4	$1.14K	Buy	9 +4	+80%	+$463	﹤0.01%	504
2023 Q3	$615	Buy	5 +1	+25%	+$142	﹤0.01%	584
2023 Q2	$591	Sell	4 -787	-99%	-$120K	﹤0.01%	563
2023 Q1	$124K	Buy	791 +1	+0.1%	+$152	0.03%	142
2022 Q4	$125K	Hold	790	–	–	0.04%	134
2022 Q3	$109K	Hold	790	–	–	0.03%	136
2022 Q2	$101K	Hold	790	–	–	0.03%	153
2022 Q1	$107K	Hold	790	–	–	0.03%	152
2021 Q4	$107K	Hold	790	–	–	0.03%	160
2021 Q3	$95K	Hold	790	–	–	0.03%	163
2021 Q2	$102K	Hold	790	–	–	0.03%	154
2021 Q1	$100K	Hold	790	–	–	0.04%	146
2020 Q4	$91K	Sell	790 -46	-6%	-$5.35K	0.04%	150
2020 Q3	$97K	Buy	+836	New	+$93.2K	0.05%	122

Other funds holding SJM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.67B AUM 20.47% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

TFC Financial Management's SJM Position: Q3 2026 in Review

TFC Financial Management held its J.M. Smucker (SJM) position steady in Q3 2026 at 5 shares worth $595. The position accounts for ﹤0.01% of the portfolio, ranked #726.

TFC Financial Management first reported a position in SJM in Q3 2020 and has held it in 21 quarters since. The position peaked at $125K in Q4 2022. 477 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

TFC Financial Management held 5 shares of J.M. Smucker worth $595 as of Q3 2026.
TFC Financial Management left its J.M. Smucker share count unchanged in Q3 2026.
J.M. Smucker made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #726 holding.
TFC Financial Management first reported a position in J.M. Smucker in Q3 2020 and has held it in 21 quarters since.
TFC Financial Management's J.M. Smucker position peaked at $125K in Q4 2022.
477 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.