HFS
SW

Hughes Financial Services’s Smurfit Westrock SW Stock Holding History

Hughes Financial Services’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 		$165K Buy
3,575
+19
+0.5% +$785 0.02% 97
2026
Q1 		$142K Buy
+3,556
New +$153K 0.02% 99
2025
Q2 		– Sell
-63
Closed -$2.87K – 1259
2025
Q1 		$2.87K Buy
+63
New +$3.19K ﹤0.01% 502

Other funds holding SW

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SAM
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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Hughes Financial Services's SW Position: Q2 2026 in Review

Hughes Financial Services increased its Smurfit Westrock (SW) stake by 0.53% in Q2 2026, buying an estimated $785 and bringing the position to 3,575 shares worth $165K. The position accounts for 0.02% of the portfolio, ranked #97.

Hughes Financial Services first reported a position in SW in Q1 2025 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Hughes Financial Services held 3,575 shares of Smurfit Westrock worth $165K as of Q2 2026.
  • Hughes Financial Services bought 19 Smurfit Westrock shares in Q2 2026, an estimated $785.
  • Smurfit Westrock made up 0.02% of Hughes Financial Services's portfolio in Q2 2026, its #97 holding.
  • Hughes Financial Services first reported a position in Smurfit Westrock in Q1 2025 and has held it in 3 quarters since.
  • 125 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.