DZ Bank
SW

DZ Bank’s Smurfit Westrock SW Stock Holding History

DZ Bank’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 		$246M Sell
5,312,463
-5,365,960
-50% -$222M 0.19% 104
2026
Q1 		$425M Buy
10,678,423
+9,890,684
+1,256% +$427M 0.38% 67
2025
Q4 		$30.5M Sell
787,739
-1,045,167
-57% -$39.8M 0.03% 222
2025
Q3 		$77.9M Buy
1,832,906
+1,439,204
+366% +$65.1M 0.07% 145
2025
Q2 		$17M Buy
393,702
+32,321
+9% +$1.38M 0.02% 295
2025
Q1 		$16.2M Sell
361,381
-292,104
-45% -$14.8M 0.02% 281
2024
Q4 		$35.2M Sell
653,485
-52,935
-7% -$2.7M 0.04% 184
2024
Q3 		$35M Buy
+706,420
New +$32.1M 0.03% 208

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

DZ Bank's SW Position: Q2 2026 in Review

DZ Bank reduced its Smurfit Westrock (SW) stake by 50% in Q2 2026, selling an estimated $222M and leaving 5,312,463 shares worth $246M. The position accounts for 0.19% of the portfolio, ranked #104.

DZ Bank first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $425M in Q1 2026. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • DZ Bank held 5,312,463 shares of Smurfit Westrock worth $246M as of Q2 2026.
  • DZ Bank sold 5,365,960 Smurfit Westrock shares in Q2 2026, an estimated $222M.
  • Smurfit Westrock made up 0.19% of DZ Bank's portfolio in Q2 2026, its #104 holding.
  • DZ Bank first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • DZ Bank's Smurfit Westrock position peaked at $425M in Q1 2026.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on DZ Bank's 13F filing for Q2 2026, filed 14 Aug 2026.