Vident Advisory’s J.M. Smucker SJM Stock Holding History

Vident Advisory’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	$4.91M	Buy	43,670 +41,390	+1,815%	+$4.22M	0.04%	405
2026 Q1	$220K	Sell	2,280 -23,222	-91%	-$2.43M	﹤0.01%	1648
2025 Q4	$2.49M	Sell	25,502 -5,183	-17%	-$536K	0.02%	507
2025 Q3	$3.33M	Buy	30,685 +28,443	+1,269%	+$3.09M	0.03%	412
2025 Q2	$220K	Buy	2,242 +223	+11%	+$24.5K	﹤0.01%	1463
2025 Q1	$239K	Buy	+2,019	New	+$218K	﹤0.01%	1362
2024 Q1	–	Sell	-90,141	Closed	-$11.4M	–	1396
2023 Q4	$11.4M	Buy	90,141 +24,187	+37%	+$2.8M	0.29%	111
2023 Q3	$8.11M	Buy	+65,954	New	+$9.37M	0.25%	130

Other funds holding SJM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vident Advisory's SJM Position: Q2 2026 in Review

Vident Advisory increased its J.M. Smucker (SJM) stake by 1,815% in Q2 2026, buying an estimated $4.22M and bringing the position to 43,670 shares worth $4.91M. The position accounts for 0.04% of the portfolio, ranked #405.

Vident Advisory first reported a position in SJM in Q3 2023 and has held it in 8 quarters since. The position peaked at $11.4M in Q4 2023. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Vident Advisory held 43,670 shares of J.M. Smucker worth $4.91M as of Q2 2026.
Vident Advisory bought 41,390 J.M. Smucker shares in Q2 2026, an estimated $4.22M.
J.M. Smucker made up 0.04% of Vident Advisory's portfolio in Q2 2026, its #405 holding.
Vident Advisory first reported a position in J.M. Smucker in Q3 2023 and has held it in 8 quarters since.
Vident Advisory's J.M. Smucker position peaked at $11.4M in Q4 2023.
889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.