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 – 2314
2025
Q4 		$10.7M Buy
277,935
+135,927
+96% +$5.18M 0.09% 304
2025
Q3 		$5.95M Sell
142,008
-59,148
-29% -$2.68M 0.05% 323
2025
Q2 		$8.68M Buy
201,156
+129,335
+180% +$5.53M 0.14% 199
2025
Q1 		$3.22M Buy
71,821
+41,699
+138% +$2.11M 0.06% 427
2024
Q4 		$1.62M Sell
30,122
-11,565
-28% -$589K 0.02% 740
2024
Q3 		$2.07M Buy
+41,687
New +$1.9M 0.03% 589

Other funds holding SW

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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