KFAS
SW

Keating Financial Advisory Services’s Smurfit Westrock SW Stock Holding History

Keating Financial Advisory Services’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 		$9.95K Buy
215
+82
+62% +$3.39K ﹤0.01% 1248
2026
Q1 		$5.3K Buy
133
+83
+166% +$3.58K ﹤0.01% 1414
2025
Q4 		$1.93K Buy
+50
New +$1.91K ﹤0.01% 1595

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

Keating Financial Advisory Services's SW Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Smurfit Westrock (SW) stake by 62% in Q2 2026, buying an estimated $3.39K and bringing the position to 215 shares worth $9.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

Keating Financial Advisory Services first reported a position in SW in Q4 2025 and has held it in 3 quarters since. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Keating Financial Advisory Services held 215 shares of Smurfit Westrock worth $9.95K as of Q2 2026.
  • Keating Financial Advisory Services bought 82 Smurfit Westrock shares in Q2 2026, an estimated $3.39K.
  • Smurfit Westrock made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1248 holding.
  • Keating Financial Advisory Services first reported a position in Smurfit Westrock in Q4 2025 and has held it in 3 quarters since.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.