DecisionPoint Financial
SW icon

DecisionPoint Financial’s Smurfit Westrock SW Stock Holding History

DecisionPoint Financial’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 		$517 Buy
12
+3
+33% +$138 ﹤0.01% 747
2026
Q2 		$415 Buy
+9
New +$372 ﹤0.01% 707
2025
Q4 		– Sell
-15
Closed -$640 – 749
2025
Q3 		$640 Buy
+15
New +$679 ﹤0.01% 410

Other funds holding SW

Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 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
Hudson Edge Investment Partners
Hudson Edge Investment Partners Jersey City, New Jersey $728M AUM 12.65% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring Oslo $863M AUM 17.72% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

DecisionPoint Financial's SW Position: Q3 2026 in Review

DecisionPoint Financial increased its Smurfit Westrock (SW) stake by 33% in Q3 2026, buying an estimated $138 and bringing the position to 12 shares worth $517. The position accounts for ﹤0.01% of the portfolio, ranked #747.

DecisionPoint Financial first reported a position in SW in Q3 2025 and has held it in 3 quarters since. The position peaked at $640 in Q3 2025. 214 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • DecisionPoint Financial held 12 shares of Smurfit Westrock worth $517 as of Q3 2026.
  • DecisionPoint Financial bought 3 Smurfit Westrock shares in Q3 2026, an estimated $138.
  • Smurfit Westrock made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #747 holding.
  • DecisionPoint Financial first reported a position in Smurfit Westrock in Q3 2025 and has held it in 3 quarters since.
  • DecisionPoint Financial's Smurfit Westrock position peaked at $640 in Q3 2025.
  • 214 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.