JFGIW
SW

Johnson Financial Group Inc (Wisconsin)’s Smurfit Westrock SW Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q4 		– Sell
-280
Closed -$11.9K – 1126
2025
Q3 		$11.9K Buy
+280
New +$12.7K ﹤0.01% 757

Other funds holding SW

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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
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
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s SW Position: Q4 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 280 shares — an estimated $11.9K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SW in Q3 2025 and held it in 1 quarter. The position peaked at $11.9K in Q3 2025. 595 funds tracked by Wall St. Rank hold SW as of Q4 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 280 Smurfit Westrock shares in Q4 2025, an estimated $11.9K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Smurfit Westrock in Q3 2025 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s Smurfit Westrock position peaked at $11.9K in Q3 2025.
  • 595 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2025, filed 12 Feb 2026.