AF
SW

Allworth Financial’s Smurfit Westrock SW Stock Holding History

Allworth 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 		$123K Sell
2,668
-383
-13% -$15.8K ﹤0.01% 1822
2026
Q1 		$122K Buy
3,051
+837
+38% +$36.1K ﹤0.01% 1723
2025
Q4 		$85.6K Buy
2,214
+77
+4% +$2.94K ﹤0.01% 1847
2025
Q3 		$91K Sell
2,137
-48
-2% -$2.17K ﹤0.01% 1738
2025
Q2 		$94.3K Sell
2,185
-20
-0.9% -$856 ﹤0.01% 1574
2025
Q1 		$93.6K Buy
2,205
+579
+36% +$29.4K ﹤0.01% 1262
2024
Q4 		$90K Sell
1,626
-41
-2% -$2.09K ﹤0.01% 1314
2024
Q3 		$82.4K Buy
+1,667
New +$75.8K ﹤0.01% 1173

Other funds holding SW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Allworth Financial's SW Position: Q2 2026 in Review

Allworth Financial reduced its Smurfit Westrock (SW) stake by 13% in Q2 2026, selling an estimated $15.8K and leaving 2,668 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

Allworth Financial first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Allworth Financial held 2,668 shares of Smurfit Westrock worth $123K as of Q2 2026.
  • Allworth Financial sold 383 Smurfit Westrock shares in Q2 2026, an estimated $15.8K.
  • Smurfit Westrock made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1822 holding.
  • Allworth Financial first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.