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 Q2	$137K	Buy	2,997 +80	+3%	+$3.3K	﹤0.01%	740
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Penserra Capital Management's SW Position: Q2 2026 in Review

Penserra Capital Management increased its Smurfit Westrock (SW) stake by 2.7% in Q2 2026, buying an estimated $3.3K and bringing the position to 2,997 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Penserra Capital Management first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $193K in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Penserra Capital Management held 2,997 shares of Smurfit Westrock worth $137K as of Q2 2026.
Penserra Capital Management bought 80 Smurfit Westrock shares in Q2 2026, an estimated $3.3K.
Smurfit Westrock made up ﹤0.01% of Penserra Capital Management's portfolio in Q2 2026, its #740 holding.
Penserra Capital Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Penserra Capital Management's Smurfit Westrock position peaked at $193K in Q4 2024.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Penserra Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.