MNBTD
SW

Moody National Bank Trust Division’s Smurfit Westrock SW Stock Holding History

Moody National Bank Trust Division’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 		$915K Buy
19,785
+1,640
+9% +$67.7K 0.08% 252
2026
Q1 		$723K Sell
18,145
-158
-0.9% -$6.81K 0.07% 277
2025
Q4 		$708K Buy
18,303
+3,485
+24% +$133K 0.07% 281
2025
Q3 		$631K Sell
14,818
-183
-1% -$8.28K 0.05% 318
2025
Q2 		$647K Buy
15,001
+255
+2% +$10.9K 0.06% 308
2025
Q1 		$664K Buy
14,746
+1,028
+7% +$52.1K 0.07% 300
2024
Q4 		$739K Buy
+13,718
New +$699K 0.08% 290

Other funds holding SW

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Moody National Bank Trust Division's SW Position: Q2 2026 in Review

Moody National Bank Trust Division increased its Smurfit Westrock (SW) stake by 9% in Q2 2026, buying an estimated $67.7K and bringing the position to 19,785 shares worth $915K. The position accounts for 0.08% of the portfolio, ranked #252.

Moody National Bank Trust Division first reported a position in SW in Q4 2024 and has held it in 7 quarters since. 296 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Moody National Bank Trust Division held 19,785 shares of Smurfit Westrock worth $915K as of Q2 2026.
  • Moody National Bank Trust Division bought 1,640 Smurfit Westrock shares in Q2 2026, an estimated $67.7K.
  • Smurfit Westrock made up 0.08% of Moody National Bank Trust Division's portfolio in Q2 2026, its #252 holding.
  • Moody National Bank Trust Division first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
  • 296 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.