Mather Group
SW icon

Mather Group’s Smurfit Westrock SW Stock Holding History

Mather Group’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
Q3 		$101K Buy
2,290
+468
+26% +$21.6K ﹤0.01% 955
2026
Q2 		$84.3K Buy
1,822
+1,386
+318% +$57.2K ﹤0.01% 986
2026
Q1 		$17.4K Buy
+436
New +$18.8K ﹤0.01% 1309
2025
Q4 		– Sell
-1,288
Closed -$54.8K – 1690
2025
Q3 		$54.8K Buy
+1,288
New +$58.3K ﹤0.01% 889
2025
Q2 		– Sell
-1,587
Closed -$71.5K – 1771
2025
Q1 		$71.5K Buy
1,587
+511
+47% +$25.9K ﹤0.01% 834
2024
Q4 		$58K Buy
1,076
+580
+117% +$29.5K ﹤0.01% 842
2024
Q3 		$24.5K Buy
+496
New +$22.6K ﹤0.01% 1022

Other funds holding SW

Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring Oslo $863M AUM 17.72% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Exane Asset Management
Exane Asset Management Paris, France $144M AUM 14.39% 1-Year Est. Return

Mather Group's SW Position: Q3 2026 in Review

Mather Group increased its Smurfit Westrock (SW) stake by 26% in Q3 2026, buying an estimated $21.6K and bringing the position to 2,290 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Mather Group first reported a position in SW in Q3 2024 and has held it in 7 quarters since. 133 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • Mather Group held 2,290 shares of Smurfit Westrock worth $101K as of Q3 2026.
  • Mather Group bought 468 Smurfit Westrock shares in Q3 2026, an estimated $21.6K.
  • Smurfit Westrock made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #955 holding.
  • Mather Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • 133 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.