AFC
SW

Avise Financial Cooperative’s Smurfit Westrock SW Stock Holding History

Avise Financial Cooperative’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 		$417K Buy
9,020
+3,513
+64% +$145K 0.3% 74
2026
Q1 		$219K Sell
5,507
-35
-0.6% -$1.51K 0.18% 91
2025
Q4 		$214K Buy
+5,542
New +$211K 0.19% 87

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

Avise Financial Cooperative's SW Position: Q2 2026 in Review

Avise Financial Cooperative increased its Smurfit Westrock (SW) stake by 64% in Q2 2026, buying an estimated $145K and bringing the position to 9,020 shares worth $417K. The position accounts for 0.3% of the portfolio, ranked #74.

Avise Financial Cooperative first reported a position in SW in Q4 2025 and has held it in 3 quarters since. 635 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Avise Financial Cooperative held 9,020 shares of Smurfit Westrock worth $417K as of Q2 2026.
  • Avise Financial Cooperative bought 3,513 Smurfit Westrock shares in Q2 2026, an estimated $145K.
  • Smurfit Westrock made up 0.3% of Avise Financial Cooperative's portfolio in Q2 2026, its #74 holding.
  • Avise Financial Cooperative first reported a position in Smurfit Westrock in Q4 2025 and has held it in 3 quarters since.
  • 635 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Avise Financial Cooperative's 13F filing for Q2 2026, filed 6 Aug 2026.