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
Q3 		$876K Buy
19,855
+70
+0.4% +$3.23K 0.07% 260
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Moody National Bank Trust Division's SW Position: Q3 2026 in Review

Moody National Bank Trust Division increased its Smurfit Westrock (SW) stake by 0.35% in Q3 2026, buying an estimated $3.23K and bringing the position to 19,855 shares worth $876K. The position accounts for 0.07% of the portfolio, ranked #260.

Moody National Bank Trust Division first reported a position in SW in Q4 2024 and has held it in 8 quarters since. The position peaked at $915K in Q2 2026. 26 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • Moody National Bank Trust Division held 19,855 shares of Smurfit Westrock worth $876K as of Q3 2026.
  • Moody National Bank Trust Division bought 70 Smurfit Westrock shares in Q3 2026, an estimated $3.23K.
  • Smurfit Westrock made up 0.07% of Moody National Bank Trust Division's portfolio in Q3 2026, its #260 holding.
  • Moody National Bank Trust Division first reported a position in Smurfit Westrock in Q4 2024 and has held it in 8 quarters since.
  • Moody National Bank Trust Division's Smurfit Westrock position peaked at $915K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Moody National Bank Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.