MFG
SW

Merit Financial Group’s Smurfit Westrock SW Stock Holding History

Merit Financial 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
Q2 		$799K Buy
17,272
+775
+5% +$32K ﹤0.01% 1198
2026
Q1 		$657K Buy
16,497
+1,778
+12% +$76.7K ﹤0.01% 1209
2025
Q4 		$569K Buy
14,719
+1,201
+9% +$45.8K ﹤0.01% 1231
2025
Q3 		$575K Buy
13,518
+632
+5% +$28.6K 0.01% 1101
2025
Q2 		$556K Buy
12,886
+1,974
+18% +$84.5K 0.01% 1052
2025
Q1 		$492K Buy
10,912
+1,385
+15% +$70.2K 0.01% 949
2024
Q4 		$513K Sell
9,527
-1,464
-13% -$74.6K 0.01% 720
2024
Q3 		$543K Buy
+10,991
New +$500K 0.01% 541

Other funds holding SW

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Merit Financial Group's SW Position: Q2 2026 in Review

Merit Financial Group increased its Smurfit Westrock (SW) stake by 4.7% in Q2 2026, buying an estimated $32K and bringing the position to 17,272 shares worth $799K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Merit Financial Group first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 86 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Merit Financial Group held 17,272 shares of Smurfit Westrock worth $799K as of Q2 2026.
  • Merit Financial Group bought 775 Smurfit Westrock shares in Q2 2026, an estimated $32K.
  • Smurfit Westrock made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1198 holding.
  • Merit Financial Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 86 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.