CFS
SW

Compass Financial Services’s Smurfit Westrock SW Stock Holding History

Compass 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
Q3 		– Sell
-162
Closed -$6.99K – 359
2025
Q2 		$6.99K Hold
162
– – ﹤0.01% 219
2025
Q1 		$7.3K Buy
+162
New +$8.21K ﹤0.01% 203

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Compass Financial Services's SW Position: Q3 2025 in Review

Compass Financial Services sold out of Smurfit Westrock (SW) in Q3 2025, closing a stake of 162 shares — an estimated $6.99K sold.

Compass Financial Services first reported a position in SW in Q1 2025 and held it in 2 quarters. The position peaked at $7.3K in Q1 2025. 599 funds tracked by Wall St. Rank hold SW as of Q3 2025.

  • Compass Financial Services reported no remaining Smurfit Westrock position as of Q3 2025 after selling out during the quarter.
  • Compass Financial Services sold 162 Smurfit Westrock shares in Q3 2025, an estimated $6.99K.
  • Compass Financial Services first reported a position in Smurfit Westrock in Q1 2025 and held it in 2 quarters.
  • Compass Financial Services's Smurfit Westrock position peaked at $7.3K in Q1 2025.
  • 599 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2025.

Based on Compass Financial Services's 13F filing for Q3 2025, filed 4 Nov 2025.