BL
SW

BFSG LLC’s Smurfit Westrock SW Stock Holding History

BFSG LLC’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 		$65.5K Hold
1,415
– – 0.01% 410
2026
Q1 		$56.4K Hold
1,415
– – 0.01% 411
2025
Q4 		$54.7K Hold
1,415
– – 0.01% 401
2025
Q3 		$60.2K Hold
1,415
– – 0.01% 392
2025
Q2 		$61.1K Hold
1,415
– – 0.01% 375
2025
Q1 		$63.8K Sell
1,415
-410
-22% -$20.8K 0.01% 357
2024
Q4 		$98.3K Hold
1,825
– – 0.01% 315
2024
Q3 		$90.2K Buy
+1,825
New +$83K 0.01% 340

Other funds holding SW

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

BFSG LLC's SW Position: Q2 2026 in Review

BFSG LLC held its Smurfit Westrock (SW) position steady in Q2 2026 at 1,415 shares worth $65.5K. The position accounts for 0.01% of the portfolio, ranked #410.

BFSG LLC first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $98.3K in Q4 2024. 94 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • BFSG LLC held 1,415 shares of Smurfit Westrock worth $65.5K as of Q2 2026.
  • BFSG LLC left its Smurfit Westrock share count unchanged in Q2 2026.
  • Smurfit Westrock made up 0.01% of BFSG LLC's portfolio in Q2 2026, its #410 holding.
  • BFSG LLC first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • BFSG LLC's Smurfit Westrock position peaked at $98.3K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.