JFA
SW

JNBA Financial Advisors’s Smurfit Westrock SW Stock Holding History

JNBA Financial Advisors’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
2025
Q2 		– Sell
-161
Closed -$7.25K – 695
2025
Q1 		$7.25K Hold
161
– – ﹤0.01% 494
2024
Q4 		$8.67K Sell
161
-161
-50% -$8.2K ﹤0.01% 474
2024
Q3 		$15.9K Buy
+322
New +$14.6K ﹤0.01% 410

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JNBA Financial Advisors's SW Position: Q2 2025 in Review

JNBA Financial Advisors sold out of Smurfit Westrock (SW) in Q2 2025, closing a stake of 161 shares — an estimated $7.25K sold.

JNBA Financial Advisors first reported a position in SW in Q3 2024 and held it in 3 quarters. The position peaked at $15.9K in Q3 2024. 575 funds tracked by Wall St. Rank hold SW as of Q2 2025.

  • JNBA Financial Advisors reported no remaining Smurfit Westrock position as of Q2 2025 after selling out during the quarter.
  • JNBA Financial Advisors sold 161 Smurfit Westrock shares in Q2 2025, an estimated $7.25K.
  • JNBA Financial Advisors first reported a position in Smurfit Westrock in Q3 2024 and held it in 3 quarters.
  • JNBA Financial Advisors's Smurfit Westrock position peaked at $15.9K in Q3 2024.
  • 575 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on JNBA Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.