FIA
SW

FNY Investment Advisers’s Smurfit Westrock SW Stock Holding History

FNY Investment Advisers’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
Q1 		– Sell
-3,500
Closed -$135K – 1162
2025
Q4 		$135K Buy
3,500
+1,500
+75% +$57.2K 0.04% 301
2025
Q3 		$85K Buy
+2,000
New +$90.5K 0.03% 408
2025
Q2 		– Sell
-400
Closed -$18K – 1219
2025
Q1 		$18K Buy
+400
New +$20.3K 0.01% 422

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 $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FNY Investment Advisers's SW Position: Q1 2026 in Review

FNY Investment Advisers sold out of Smurfit Westrock (SW) in Q1 2026, closing a stake of 3,500 shares — an estimated $135K sold.

FNY Investment Advisers first reported a position in SW in Q1 2025 and held it in 3 quarters. The position peaked at $135K in Q4 2025. 613 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • FNY Investment Advisers reported no remaining Smurfit Westrock position as of Q1 2026 after selling out during the quarter.
  • FNY Investment Advisers sold 3,500 Smurfit Westrock shares in Q1 2026, an estimated $135K.
  • FNY Investment Advisers first reported a position in Smurfit Westrock in Q1 2025 and held it in 3 quarters.
  • FNY Investment Advisers's Smurfit Westrock position peaked at $135K in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on FNY Investment Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.