PCM
SW

Penserra Capital Management’s Smurfit Westrock SW Stock Holding History

Penserra Capital Management’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 		$115K Buy
2,917
+102
+4% +$4.4K ﹤0.01% 716
2025
Q4 		$108K Sell
2,815
-26
-0.9% -$991 ﹤0.01% 724
2025
Q3 		$120K Buy
2,841
+62
+2% +$2.81K ﹤0.01% 750
2025
Q2 		$119K Buy
2,779
+312
+13% +$13.3K ﹤0.01% 713
2025
Q1 		$110K Sell
2,467
-1,128
-31% -$57.2K ﹤0.01% 791
2024
Q4 		$193K Buy
3,595
+3,574
+17,019% +$182K ﹤0.01% 754
2024
Q3 		$1K Buy
+21
New +$955 ﹤0.01% 1097

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

Penserra Capital Management's SW Position: Q1 2026 in Review

Penserra Capital Management increased its Smurfit Westrock (SW) stake by 3.6% in Q1 2026, buying an estimated $4.4K and bringing the position to 2,917 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Penserra Capital Management first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $193K in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Penserra Capital Management held 2,917 shares of Smurfit Westrock worth $115K as of Q1 2026.
  • Penserra Capital Management bought 102 Smurfit Westrock shares in Q1 2026, an estimated $4.4K.
  • Smurfit Westrock made up ﹤0.01% of Penserra Capital Management's portfolio in Q1 2026, its #716 holding.
  • Penserra Capital Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Penserra Capital Management's Smurfit Westrock position peaked at $193K in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Penserra Capital Management's 13F filing for Q1 2026, filed 11 May 2026.