NB
SW

NBT Bank’s Smurfit Westrock SW Stock Holding History

NBT Bank’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
Q1 		$14.2K Buy
356
+317
+813% +$13.7K ﹤0.01% 639
2025
Q4 		$13.8K Sell
39
-4
-9% -$153 ﹤0.01% 635
2025
Q3 		$15.2K Sell
43
-313
-88% -$14.2K ﹤0.01% 636
2025
Q2 		$15.4K Hold
356
– – ﹤0.01% 615
2025
Q1 		$16K Hold
356
– – ﹤0.01% 609
2024
Q4 		$19.2K Hold
356
– – ﹤0.01% 599
2024
Q3 		$17.6K Buy
+356
New +$16.2K ﹤0.01% 635

Other funds holding SW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NBT Bank's SW Position: Q1 2026 in Review

NBT Bank increased its Smurfit Westrock (SW) stake by 813% in Q1 2026, buying an estimated $13.7K and bringing the position to 356 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

NBT Bank first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $19.2K in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • NBT Bank held 356 shares of Smurfit Westrock worth $14.2K as of Q1 2026.
  • NBT Bank bought 317 Smurfit Westrock shares in Q1 2026, an estimated $13.7K.
  • Smurfit Westrock made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #639 holding.
  • NBT Bank first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • NBT Bank's Smurfit Westrock position peaked at $19.2K in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.