Alerus Financial
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Alerus Financial’s Smurfit Westrock SW Stock Holding History

Alerus 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
Q3 		$3.03M Buy
68,682
+13,804
+25% +$637K 0.13% 92
2026
Q2 		$2.54M Buy
54,878
+27,710
+102% +$1.14M 0.11% 103
2026
Q1 		$1.08M Buy
+27,168
New +$1.17M 0.05% 139

Other funds holding SW

Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Alerus Financial's SW Position: Q3 2026 in Review

Alerus Financial increased its Smurfit Westrock (SW) stake by 25% in Q3 2026, buying an estimated $637K and bringing the position to 68,682 shares worth $3.03M. The position accounts for 0.13% of the portfolio, ranked #92.

Alerus Financial first reported a position in SW in Q1 2026 and has held it in 3 quarters since. 406 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • Alerus Financial held 68,682 shares of Smurfit Westrock worth $3.03M as of Q3 2026.
  • Alerus Financial bought 13,804 Smurfit Westrock shares in Q3 2026, an estimated $637K.
  • Smurfit Westrock made up 0.13% of Alerus Financial's portfolio in Q3 2026, its #92 holding.
  • Alerus Financial first reported a position in Smurfit Westrock in Q1 2026 and has held it in 3 quarters since.
  • 406 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Alerus Financial's 13F filing for Q3 2026, filed 9 Nov 2026.