AssetMark Inc
SW icon

AssetMark Inc’s Smurfit Westrock SW Stock Holding History

AssetMark Inc’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 		$103K Buy
2,339
+18
+0.8% +$831 ﹤0.01% 1645
2026
Q2 		$107K Buy
2,321
+136
+6% +$5.62K ﹤0.01% 1606
2026
Q1 		$87.1K Buy
2,185
+104
+5% +$4.48K ﹤0.01% 1588
2025
Q4 		$80.5K Sell
2,081
-219
-10% -$8.35K ﹤0.01% 1571
2025
Q3 		$97.9K Buy
2,300
+128
+6% +$5.79K ﹤0.01% 1447
2025
Q2 		$93.7K Buy
2,172
+795
+58% +$34K ﹤0.01% 1385
2025
Q1 		$62K Sell
1,377
-13
-0.9% -$659 ﹤0.01% 1391
2024
Q4 		$74.9K Buy
1,390
+198
+17% +$10.1K ﹤0.01% 1308
2024
Q3 		$58.9K Buy
+1,192
New +$54.2K ﹤0.01% 1250

Other funds holding SW

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
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return

AssetMark Inc's SW Position: Q3 2026 in Review

AssetMark Inc increased its Smurfit Westrock (SW) stake by 0.78% in Q3 2026, buying an estimated $831 and bringing the position to 2,339 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

AssetMark Inc first reported a position in SW in Q3 2024 and has held it in 9 quarters since. The position peaked at $107K in Q2 2026. 335 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • AssetMark Inc held 2,339 shares of Smurfit Westrock worth $103K as of Q3 2026.
  • AssetMark Inc bought 18 Smurfit Westrock shares in Q3 2026, an estimated $831.
  • Smurfit Westrock made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1645 holding.
  • AssetMark Inc first reported a position in Smurfit Westrock in Q3 2024 and has held it in 9 quarters since.
  • AssetMark Inc's Smurfit Westrock position peaked at $107K in Q2 2026.
  • 335 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.