Atomi Financial Group
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Atomi Financial Group’s Smurfit Westrock SW Stock Holding History

Atomi Financial Group’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 		$436K Buy
9,891
+327
+3% +$15.1K 0.01% 873
2026
Q2 		$442K Sell
9,564
-70
-0.7% -$2.89K 0.01% 830
2026
Q1 		$384K Buy
9,634
+895
+10% +$38.6K 0.01% 824
2025
Q4 		$338K Buy
8,739
+1,521
+21% +$58K 0.01% 877
2025
Q3 		$307K Buy
7,218
+947
+15% +$42.9K 0.01% 877
2025
Q2 		$271K Buy
+6,271
New +$268K 0.01% 873
2025
Q1 		– Sell
-4,294
Closed -$231K – 1134
2024
Q4 		$231K Sell
4,294
-776
-15% -$39.5K 0.01% 848
2024
Q3 		$251K Buy
+5,070
New +$231K 0.02% 754

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

Atomi Financial Group's SW Position: Q3 2026 in Review

Atomi Financial Group increased its Smurfit Westrock (SW) stake by 3.4% in Q3 2026, buying an estimated $15.1K and bringing the position to 9,891 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #873.

Atomi Financial Group first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $442K in Q2 2026. 406 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • Atomi Financial Group held 9,891 shares of Smurfit Westrock worth $436K as of Q3 2026.
  • Atomi Financial Group bought 327 Smurfit Westrock shares in Q3 2026, an estimated $15.1K.
  • Smurfit Westrock made up 0.01% of Atomi Financial Group's portfolio in Q3 2026, its #873 holding.
  • Atomi Financial Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Atomi Financial Group's Smurfit Westrock position peaked at $442K in Q2 2026.
  • 406 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Atomi Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.