BFS
SW

Bare Financial Services’s Smurfit Westrock SW Stock Holding History

Bare Financial Services’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
2025
Q4 		– Sell
-65
Closed -$2.77K – 1721
2025
Q3 		$2.77K Hold
65
– – ﹤0.01% 731
2025
Q2 		$2.81K Buy
+65
New +$2.78K ﹤0.01% 690

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bare Financial Services's SW Position: Q4 2025 in Review

Bare Financial Services sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 65 shares — an estimated $2.77K sold.

Bare Financial Services first reported a position in SW in Q2 2025 and held it in 2 quarters. The position peaked at $2.81K in Q2 2025. 595 funds tracked by Wall St. Rank hold SW as of Q4 2025.

  • Bare Financial Services reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
  • Bare Financial Services sold 65 Smurfit Westrock shares in Q4 2025, an estimated $2.77K.
  • Bare Financial Services first reported a position in Smurfit Westrock in Q2 2025 and held it in 2 quarters.
  • Bare Financial Services's Smurfit Westrock position peaked at $2.81K in Q2 2025.
  • 595 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on Bare Financial Services's 13F filing for Q4 2025, filed 6 Feb 2026.