Eastern Bank’s Smurfit Westrock SW Stock Holding History

Eastern 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	$7.22K	Hold	156	–	–	﹤0.01%	896
2026 Q1	$6.22K	Hold	156	–	–	﹤0.01%	912
2025 Q4	$6.03K	Hold	156	–	–	﹤0.01%	943
2025 Q3	$6.64K	Hold	156	–	–	﹤0.01%	877
2025 Q2	$6.73K	Hold	156	–	–	﹤0.01%	797
2025 Q1	$7.03K	Buy	+156	New	+$7.91K	﹤0.01%	829
2024 Q4	–	Sell	-485	Closed	-$24K	–	978
2024 Q3	$24K	Buy	+485	New	+$22.1K	﹤0.01%	661

Other funds holding SW

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return