EI
SW

EFG International’s Smurfit Westrock SW Stock Holding History

EFG International’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 		$432K Sell
9,416
-8,897
-49% -$367K 0.01% 529
2026
Q1 		$730K Buy
18,313
+16,748
+1,070% +$722K 0.02% 448
2025
Q4 		$60.5K Buy
+1,565
New +$59.7K ﹤0.01% 650

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

EFG International's SW Position: Q2 2026 in Review

EFG International reduced its Smurfit Westrock (SW) stake by 49% in Q2 2026, selling an estimated $367K and leaving 9,416 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #529.

EFG International first reported a position in SW in Q4 2025 and has held it in 3 quarters since. The position peaked at $730K in Q1 2026. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • EFG International held 9,416 shares of Smurfit Westrock worth $432K as of Q2 2026.
  • EFG International sold 8,897 Smurfit Westrock shares in Q2 2026, an estimated $367K.
  • Smurfit Westrock made up 0.01% of EFG International's portfolio in Q2 2026, its #529 holding.
  • EFG International first reported a position in Smurfit Westrock in Q4 2025 and has held it in 3 quarters since.
  • EFG International's Smurfit Westrock position peaked at $730K in Q1 2026.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on EFG International's 13F filing for Q2 2026, filed 14 Aug 2026.