Vontobel Holding
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Vontobel Holding’s J.M. Smucker SJM Stock Holding History

Vontobel Holding’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 		$5.64M Sell
47,430
-3,105
-6% -$374K 0.02% 423
2026
Q2 		$5.69M Sell
50,535
-7,828
-13% -$797K 0.02% 428
2026
Q1 		$5.63M Sell
58,363
-15,080
-21% -$1.58M 0.02% 347
2025
Q4 		$7.18M Buy
73,443
+3,282
+5% +$339K 0.02% 331
2025
Q3 		$7.62M Sell
70,161
-5,808
-8% -$631K 0.02% 306
2025
Q2 		$7.46M Buy
75,969
+4,573
+6% +$503K 0.02% 292
2025
Q1 		$8.45M Buy
71,396
+7,947
+13% +$858K 0.03% 244
2024
Q4 		$6.99M Sell
63,449
-750
-1% -$86.3K 0.02% 270
2024
Q3 		$7.77M Buy
64,199
+14,896
+30% +$1.75M 0.03% 253
2024
Q2 		$5.38M Sell
49,303
-5,884
-11% -$666K 0.02% 294
2024
Q1 		$6.95M Sell
55,187
-9,717
-15% -$1.23M 0.06% 257
2023
Q4 		$8.2M Sell
64,904
-9,160
-12% -$1.06M 0.07% 223
2023
Q3 		$9.1M Buy
74,064
+3,009
+4% +$427K 0.08% 207
2023
Q2 		$10.5M Buy
71,055
+16,632
+31% +$2.54M 0.09% 201
2023
Q1 		$8.56M Buy
54,423
+311
+0.6% +$47.2K 0.08% 225
2022
Q4 		$8.57M Buy
54,112
+5,455
+11% +$813K 0.09% 219
2022
Q3 		$6.76M Sell
48,657
-1,909
-4% -$260K 0.08% 226
2022
Q2 		$6.61M Sell
50,566
-1,030
-2% -$137K 0.07% 228
2022
Q1 		$6.96M Sell
51,596
-1,285
-2% -$175K 0.06% 240
2021
Q4 		$7.16M Buy
52,881
+14,996
+40% +$1.91M 0.06% 228
2021
Q3 		$4.55M Buy
37,885
+12,718
+51% +$1.62M 0.04% 283
2021
Q2 		$3.28M Sell
25,167
-30,838
-55% -$4.1M 0.03% 335
2021
Q1 		$7.09M Buy
56,005
+25,095
+81% +$2.96M 0.05% 201
2020
Q4 		$3.56M Buy
+30,910
New +$3.59M 0.02% 317

Other funds holding SJM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.67B AUM 20.47% 1-Year Est. Return

Vontobel Holding's SJM Position: Q3 2026 in Review

Vontobel Holding reduced its J.M. Smucker (SJM) stake by 6.1% in Q3 2026, selling an estimated $374K and leaving 47,430 shares worth $5.64M. The position accounts for 0.02% of the portfolio, ranked #423.

Vontobel Holding first reported a position in SJM in Q4 2020 and has held it in 24 quarters since. The position peaked at $10.5M in Q2 2023. 574 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Vontobel Holding held 47,430 shares of J.M. Smucker worth $5.64M as of Q3 2026.
  • Vontobel Holding sold 3,105 J.M. Smucker shares in Q3 2026, an estimated $374K.
  • J.M. Smucker made up 0.02% of Vontobel Holding's portfolio in Q3 2026, its #423 holding.
  • Vontobel Holding first reported a position in J.M. Smucker in Q4 2020 and has held it in 24 quarters since.
  • Vontobel Holding's J.M. Smucker position peaked at $10.5M in Q2 2023.
  • 574 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.