CFG
SW

Citizens Financial Group’s Smurfit Westrock SW Stock Holding History

Citizens 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
Q2 		– Sell
-11,840
Closed -$472K – 1080
2026
Q1 		$472K Buy
11,840
+213
+2% +$9.19K 0.01% 556
2025
Q4 		$450K Sell
11,627
-131
-1% -$5K 0.01% 565
2025
Q3 		$501K Buy
11,758
+201
+2% +$9.1K 0.01% 531
2025
Q2 		$499K Sell
11,557
-336
-3% -$14.4K 0.01% 473
2025
Q1 		$536K Buy
11,893
+328
+3% +$16.6K 0.01% 405
2024
Q4 		$623K Buy
11,565
+1,048
+10% +$53.4K 0.01% 365
2024
Q3 		$520K Buy
+10,517
New +$478K 0.01% 378

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

Citizens Financial Group's SW Position: Q2 2026 in Review

Citizens Financial Group sold out of Smurfit Westrock (SW) in Q2 2026, closing a stake of 11,840 shares — an estimated $472K sold.

Citizens Financial Group first reported a position in SW in Q3 2024 and held it in 7 quarters. The position peaked at $623K in Q4 2024. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Citizens Financial Group reported no remaining Smurfit Westrock position as of Q2 2026 after selling out during the quarter.
  • Citizens Financial Group sold 11,840 Smurfit Westrock shares in Q2 2026, an estimated $472K.
  • Citizens Financial Group first reported a position in Smurfit Westrock in Q3 2024 and held it in 7 quarters.
  • Citizens Financial Group's Smurfit Westrock position peaked at $623K in Q4 2024.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.