626 Financial’s Smurfit Westrock SW Stock Holding History

626 Financial’s Portfolio SW Stock Details SW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$446K	Sell	9,638 -1,222	-11%	-$50.5K	0.17%	78
2026 Q1	$433K	Sell	10,860 -2,695	-20%	-$116K	0.19%	75
2025 Q4	$524K	Sell	13,555 -1,793	-12%	-$68.4K	0.23%	62
2025 Q3	$653K	Sell	15,348 -433	-3%	-$19.6K	0.29%	56
2025 Q2	$681K	Sell	15,781 -460	-3%	-$19.7K	0.32%	53
2025 Q1	$732K	Sell	16,241 -934	-5%	-$47.4K	0.38%	44
2024 Q4	$925K	Sell	17,175 -1,802	-9%	-$91.8K	0.5%	38
2024 Q3	$938K	Buy	+18,977	New	+$863K	0.52%	39

Other funds holding SW

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

626 Financial's SW Position: Q2 2026 in Review

626 Financial reduced its Smurfit Westrock (SW) stake by 11% in Q2 2026, selling an estimated $50.5K and leaving 9,638 shares worth $446K. The position accounts for 0.17% of the portfolio, ranked #78.

626 Financial first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $938K in Q3 2024. 307 funds tracked by Wall St. Rank hold SW as of Q2 2026.

626 Financial held 9,638 shares of Smurfit Westrock worth $446K as of Q2 2026.
626 Financial sold 1,222 Smurfit Westrock shares in Q2 2026, an estimated $50.5K.
Smurfit Westrock made up 0.17% of 626 Financial's portfolio in Q2 2026, its #78 holding.
626 Financial first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
626 Financial's Smurfit Westrock position peaked at $938K in Q3 2024.
307 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on 626 Financial's 13F filing for Q2 2026, filed 27 Jul 2026.