KFI
SW

Key Financial Inc’s Smurfit Westrock SW Stock Holding History

Key Financial Inc’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 		$4.66K Hold
117
– – ﹤0.01% 1045
2025
Q4 		$4.52K Hold
117
– – ﹤0.01% 1051
2025
Q3 		$4.99K Hold
117
– – ﹤0.01% 1042
2025
Q2 		$5.05K Hold
117
– – ﹤0.01% 1033
2025
Q1 		$5.27K Hold
117
– – ﹤0.01% 987
2024
Q4 		$6.3K Hold
117
– – ﹤0.01% 918
2024
Q3 		$5.78K Buy
+117
New +$5.32K ﹤0.01% 942

Other funds holding SW

BlackRock
BlackRock New York $5.72T 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

Key Financial Inc's SW Position: Q1 2026 in Review

Key Financial Inc held its Smurfit Westrock (SW) position steady in Q1 2026 at 117 shares worth $4.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Key Financial Inc first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.3K in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Key Financial Inc held 117 shares of Smurfit Westrock worth $4.66K as of Q1 2026.
  • Key Financial Inc left its Smurfit Westrock share count unchanged in Q1 2026.
  • Smurfit Westrock made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1045 holding.
  • Key Financial Inc first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Key Financial Inc's Smurfit Westrock position peaked at $6.3K in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.