Mizuho Securities USA’s Smurfit Westrock SW Stock Holding History

Mizuho Securities USA’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	$1.9M	Buy	41,060 +9,479	+30%	+$391K	0.03%	450
2026 Q1	$1.26M	Sell	31,581 -6,441	-17%	-$278K	0.03%	491
2025 Q4	$1.36M	Sell	38,022 -6	-0%	-$229	0.02%	517
2025 Q3	$1.79M	Buy	38,028 +3,756	+11%	+$170K	0.04%	441
2025 Q2	$1.48M	Sell	34,272 -5,316	-13%	-$227K	0.03%	467
2025 Q1	$1.78M	Sell	39,588 -7,246	-15%	-$367K	0.04%	416
2024 Q4	$2.52M	Buy	46,834 +14,840	+46%	+$756K	0.05%	366
2024 Q3	$1.58M	Buy	+31,994	New	+$1.45M	0.03%	402

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Mizuho Securities USA's SW Position: Q2 2026 in Review

Mizuho Securities USA increased its Smurfit Westrock (SW) stake by 30% in Q2 2026, buying an estimated $391K and bringing the position to 41,060 shares worth $1.9M. The position accounts for 0.03% of the portfolio, ranked #450.

Mizuho Securities USA first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.52M in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Mizuho Securities USA held 41,060 shares of Smurfit Westrock worth $1.9M as of Q2 2026.
Mizuho Securities USA bought 9,479 Smurfit Westrock shares in Q2 2026, an estimated $391K.
Smurfit Westrock made up 0.03% of Mizuho Securities USA's portfolio in Q2 2026, its #450 holding.
Mizuho Securities USA first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Mizuho Securities USA's Smurfit Westrock position peaked at $2.52M in Q4 2024.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Mizuho Securities USA's 13F filing for Q2 2026, filed 24 Jul 2026.