Jones Financial Companies
SW

Jones Financial Companies’s Smurfit Westrock SW Stock Holding History

Jones Financial Companies’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
Q2 		$11.8M Buy
252,112
+35,992
+17% +$1.49M ﹤0.01% 860
2026
Q1 		$8.52M Buy
216,120
+212,530
+5,920% +$9.17M ﹤0.01% 874
2025
Q4 		$139K Buy
3,590
+298
+9% +$11.4K ﹤0.01% 2081
2025
Q3 		$139K Sell
3,292
-3,795
-54% -$172K ﹤0.01% 1934
2025
Q2 		$305K Sell
7,087
-2,283
-24% -$97.7K ﹤0.01% 1484
2025
Q1 		$417K Buy
9,370
+1,501
+19% +$76.1K ﹤0.01% 1206
2024
Q4 		$424K Buy
7,869
+3,473
+79% +$177K ﹤0.01% 1055
2024
Q3 		$220K Buy
+4,396
New +$200K ﹤0.01% 1099

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Jones Financial Companies's SW Position: Q2 2026 in Review

Jones Financial Companies increased its Smurfit Westrock (SW) stake by 17% in Q2 2026, buying an estimated $1.49M and bringing the position to 252,112 shares worth $11.8M. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Jones Financial Companies first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Jones Financial Companies held 252,112 shares of Smurfit Westrock worth $11.8M as of Q2 2026.
  • Jones Financial Companies bought 35,992 Smurfit Westrock shares in Q2 2026, an estimated $1.49M.
  • Smurfit Westrock made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #860 holding.
  • Jones Financial Companies first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.