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
Q3 		$256K Sell
5,802
-11,119
-66% -$513K ﹤0.01% 2103
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors's SW Position: Q3 2026 in Review

Farther Finance Advisors reduced its Smurfit Westrock (SW) stake by 66% in Q3 2026, selling an estimated $513K and leaving 5,802 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #2103.

Farther Finance Advisors first reported a position in SW in Q4 2024 and has held it in 8 quarters since. The position peaked at $783K in Q2 2026. 26 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • Farther Finance Advisors held 5,802 shares of Smurfit Westrock worth $256K as of Q3 2026.
  • Farther Finance Advisors sold 11,119 Smurfit Westrock shares in Q3 2026, an estimated $513K.
  • Smurfit Westrock made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2103 holding.
  • Farther Finance Advisors first reported a position in Smurfit Westrock in Q4 2024 and has held it in 8 quarters since.
  • Farther Finance Advisors's Smurfit Westrock position peaked at $783K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.