DF
SW

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
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

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

DecisionPoint Financial's SW Position: Q2 2026 in Review

DecisionPoint Financial opened a new position in Smurfit Westrock (SW) in Q2 2026: 9 shares worth $415. The stake represents ﹤0.01% of the portfolio and ranks #707 among its holdings. This is a return to the name: DecisionPoint Financial previously reported a position in SW as recently as Q3 2025.

DecisionPoint Financial first reported a position in SW in Q3 2025 and has held it in 2 quarters since. The position peaked at $640 in Q3 2025. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • DecisionPoint Financial held 9 shares of Smurfit Westrock worth $415 as of Q2 2026.
  • Smurfit Westrock was a new DecisionPoint Financial position in Q2 2026.
  • Smurfit Westrock made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #707 holding.
  • DecisionPoint Financial first reported a position in Smurfit Westrock in Q3 2025 and has held it in 2 quarters since.
  • DecisionPoint Financial's Smurfit Westrock position peaked at $640 in Q3 2025.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.