Amalgamated Bank’s Smurfit Westrock SW Stock Holding History

Amalgamated Bank’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	$4.28M	Sell	92,547 -2,458	-3%	-$102K	0.03%	506
2026 Q1	$3.79M	Sell	95,005 -4,534	-5%	-$196K	0.03%	528
2025 Q4	$3.85M	Buy	99,539 +561	+0.6%	+$21.4K	0.03%	526
2025 Q3	$4.21M	Buy	98,978 +1,919	+2%	+$86.9K	0.03%	495
2025 Q2	$4.19M	Sell	97,059 -696	-0.7%	-$29.8K	0.03%	463
2025 Q1	$4.41M	Buy	97,755 +1,349	+1%	+$68.4K	0.04%	414
2024 Q4	$5.19M	Sell	96,406 -1,812	-2%	-$92.3K	0.04%	367
2024 Q3	$4.85M	Buy	+98,218	New	+$4.47M	0.04%	399

Other funds holding SW

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Amalgamated Bank's SW Position: Q2 2026 in Review

Amalgamated Bank reduced its Smurfit Westrock (SW) stake by 2.6% in Q2 2026, selling an estimated $102K and leaving 92,547 shares worth $4.28M. The position accounts for 0.03% of the portfolio, ranked #506.

Amalgamated Bank first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.19M in Q4 2024. 337 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Amalgamated Bank held 92,547 shares of Smurfit Westrock worth $4.28M as of Q2 2026.
Amalgamated Bank sold 2,458 Smurfit Westrock shares in Q2 2026, an estimated $102K.
Smurfit Westrock made up 0.03% of Amalgamated Bank's portfolio in Q2 2026, its #506 holding.
Amalgamated Bank first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Amalgamated Bank's Smurfit Westrock position peaked at $5.19M in Q4 2024.
337 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.