CFG
SW

Clayton Financial Group’s Smurfit Westrock SW Stock Holding History

Clayton 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
-32
Closed -$1.28K – 599
2026
Q1 		$1.28K Hold
32
– – ﹤0.01% 535
2025
Q4 		$1.24K Buy
+32
New +$1.22K ﹤0.01% 529

Other funds holding SW

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return

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

Clayton Financial Group sold out of Smurfit Westrock (SW) in Q2 2026, closing a stake of 32 shares — an estimated $1.28K sold.

Clayton Financial Group first reported a position in SW in Q4 2025 and held it in 2 quarters. The position peaked at $1.28K in Q1 2026. 206 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Clayton Financial Group reported no remaining Smurfit Westrock position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 32 Smurfit Westrock shares in Q2 2026, an estimated $1.28K.
  • Clayton Financial Group first reported a position in Smurfit Westrock in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Smurfit Westrock position peaked at $1.28K in Q1 2026.
  • 206 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.