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
Q2 		– Sell
-356
Closed -$14.2K – 1177
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 $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

NBT Bank's SW Position: Q2 2026 in Review

NBT Bank sold out of Smurfit Westrock (SW) in Q2 2026, closing a stake of 356 shares — an estimated $14.2K sold.

NBT Bank first reported a position in SW in Q3 2024 and held it in 7 quarters. The position peaked at $19.2K in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • NBT Bank reported no remaining Smurfit Westrock position as of Q2 2026 after selling out during the quarter.
  • NBT Bank sold 356 Smurfit Westrock shares in Q2 2026, an estimated $14.2K.
  • NBT Bank first reported a position in Smurfit Westrock in Q3 2024 and held it in 7 quarters.
  • NBT Bank's Smurfit Westrock position peaked at $19.2K in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.