JFG
SW

Jefferies Financial Group’s Smurfit Westrock SW Stock Holding History

Jefferies 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
-277,935
Closed -$10.7M – 2289
2025
Q4 		$10.7M Buy
277,935
+135,927
+96% +$5.18M 0.05% 304
2025
Q3 		$5.95M Sell
142,008
-59,148
-29% -$2.68M 0.03% 323
2025
Q2 		$8.68M Buy
201,156
+129,335
+180% +$5.53M 0.07% 199
2025
Q1 		$3.22M Buy
71,821
+41,699
+138% +$2.11M 0.03% 427
2024
Q4 		$1.62M Sell
30,122
-11,565
-28% -$589K 0.01% 740
2024
Q3 		$2.07M Buy
+41,687
New +$1.9M 0.01% 589

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 $3.38T AUM 44.17% 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

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

Jefferies Financial Group sold out of Smurfit Westrock (SW) in Q1 2026, closing a stake of 277,935 shares — an estimated $10.7M sold.

Jefferies Financial Group first reported a position in SW in Q3 2024 and held it in 6 quarters. The position peaked at $10.7M in Q4 2025. 616 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Jefferies Financial Group reported no remaining Smurfit Westrock position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 277,935 Smurfit Westrock shares in Q1 2026, an estimated $10.7M.
  • Jefferies Financial Group first reported a position in Smurfit Westrock in Q3 2024 and held it in 6 quarters.
  • Jefferies Financial Group's Smurfit Westrock position peaked at $10.7M in Q4 2025.
  • 616 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.