Citigroup
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Citigroup’s Smurfit Westrock SW Stock Holding History

Citigroup’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 		– Sell
-200,000
Closed -$9.25M – 6348
2026
Q2 		$9.25M Buy
+200,000
New +$8.26M ﹤0.01% 1681
2025
Q4 		– Sell
-150,400
Closed -$6.4M – 6565
2025
Q3 		$6.4M Buy
+150,400
New +$6.81M ﹤0.01% 1808
2025
Q2 		– Sell
-44,000
Closed -$1.98M – 5951
2025
Q1 		$1.98M Sell
44,000
-26,000
-37% -$1.32M ﹤0.01% 2716
2024
Q4 		$3.77M Buy
+70,000
New +$3.57M ﹤0.01% 2240

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

Citigroup's SW Position: Q3 2026 in Review

Citigroup reduced its Smurfit Westrock (SW) stake by 55% in Q3 2026, selling an estimated $43.5M and leaving 783,685 shares worth $34.6M. The position accounts for 0.01% of the portfolio, ranked #922.

Citigroup first reported a position in SW in Q3 2024 and has held it in 9 quarters since. The position peaked at $149M in Q1 2025. 338 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • Citigroup held 783,685 shares of Smurfit Westrock worth $34.6M as of Q3 2026.
  • Citigroup sold 942,247 Smurfit Westrock shares in Q3 2026, an estimated $43.5M.
  • Smurfit Westrock made up 0.01% of Citigroup's portfolio in Q3 2026, its #922 holding.
  • Citigroup first reported a position in Smurfit Westrock in Q3 2024 and has held it in 9 quarters since.
  • Citigroup's Smurfit Westrock position peaked at $149M in Q1 2025.
  • 338 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.