DF
SW

Dunhill Financial’s Smurfit Westrock SW Stock Holding History

Dunhill 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 		$2.42K Buy
+52
New +$2.15K ﹤0.01% 808
2025
Q2 		– Sell
-54
Closed -$2.42K – 1146
2025
Q1 		$2.42K Sell
54
-4
-7% -$203 ﹤0.01% 704
2024
Q4 		$3.11K Buy
58
+12
+26% +$611 ﹤0.01% 640
2024
Q3 		$2.26K Buy
+46
New +$2.09K ﹤0.01% 694

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

Dunhill Financial's SW Position: Q2 2026 in Review

Dunhill Financial opened a new position in Smurfit Westrock (SW) in Q2 2026: 52 shares worth $2.42K. The stake represents ﹤0.01% of the portfolio and ranks #808 among its holdings. This is a return to the name: Dunhill Financial previously reported a position in SW as recently as Q1 2025.

Dunhill Financial first reported a position in SW in Q3 2024 and has held it in 4 quarters since. The position peaked at $3.11K in Q4 2024. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Dunhill Financial held 52 shares of Smurfit Westrock worth $2.42K as of Q2 2026.
  • Smurfit Westrock was a new Dunhill Financial position in Q2 2026.
  • Smurfit Westrock made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #808 holding.
  • Dunhill Financial first reported a position in Smurfit Westrock in Q3 2024 and has held it in 4 quarters since.
  • Dunhill Financial's Smurfit Westrock position peaked at $3.11K in Q4 2024.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

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