IFG
SW

Independent Financial Group’s Smurfit Westrock SW Stock Holding History

Independent Financial Group’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
-5,499
Closed -$213K – 1547
2025
Q4 		$213K Hold
5,499
– – ﹤0.01% 1318
2025
Q3 		$234K Hold
5,499
– – 0.01% 1215
2025
Q2 		$237K Buy
5,499
+710
+15% +$30.4K 0.01% 1140
2025
Q1 		$216K Hold
4,789
– – 0.01% 1087
2024
Q4 		$258K Buy
+4,789
New +$244K 0.01% 960

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
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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Independent Financial Group's SW Position: Q1 2026 in Review

Independent Financial Group sold out of Smurfit Westrock (SW) in Q1 2026, closing a stake of 5,499 shares — an estimated $213K sold.

Independent Financial Group first reported a position in SW in Q4 2024 and held it in 5 quarters. The position peaked at $258K in Q4 2024. 615 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Independent Financial Group reported no remaining Smurfit Westrock position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 5,499 Smurfit Westrock shares in Q1 2026, an estimated $213K.
  • Independent Financial Group first reported a position in Smurfit Westrock in Q4 2024 and held it in 5 quarters.
  • Independent Financial Group's Smurfit Westrock position peaked at $258K in Q4 2024.
  • 615 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.