FFA
SW

Farther Finance Advisors’s Smurfit Westrock SW Stock Holding History

Farther Finance Advisors’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 		$783K Buy
16,921
+497
+3% +$20.5K 0.01% 1249
2026
Q1 		$659K Buy
16,424
+14,261
+659% +$615K 0.01% 1214
2025
Q4 		$83.6K Buy
2,163
+434
+25% +$16.5K ﹤0.01% 2461
2025
Q3 		$73.6K Sell
1,729
-825
-32% -$37.3K ﹤0.01% 2224
2025
Q2 		$110K Sell
2,554
-2,484
-49% -$106K ﹤0.01% 1714
2025
Q1 		$230K Buy
5,038
+1,346
+36% +$68.3K 0.01% 1173
2024
Q4 		$199K Buy
+3,692
New +$188K 0.01% 989

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

Farther Finance Advisors's SW Position: Q2 2026 in Review

Farther Finance Advisors increased its Smurfit Westrock (SW) stake by 3% in Q2 2026, buying an estimated $20.5K and bringing the position to 16,921 shares worth $783K. The position accounts for 0.01% of the portfolio, ranked #1249.

Farther Finance Advisors first reported a position in SW in Q4 2024 and has held it in 7 quarters since. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Farther Finance Advisors held 16,921 shares of Smurfit Westrock worth $783K as of Q2 2026.
  • Farther Finance Advisors bought 497 Smurfit Westrock shares in Q2 2026, an estimated $20.5K.
  • Smurfit Westrock made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1249 holding.
  • Farther Finance Advisors first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.