PUREfi Wealth’s Smurfit Westrock SW Stock Holding History

PUREfi Wealth’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	$346K	Buy	+7,838	New	+$362K	0.16%	157

Other funds holding SW

Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Hudson Edge Investment Partners Jersey City, New Jersey $728M AUM 12.65% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Oslo Pensjonsforsikring Oslo $863M AUM 17.72% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

PUREfi Wealth's SW Position: Q3 2026 in Review

PUREfi Wealth opened a new position in Smurfit Westrock (SW) in Q3 2026: 7,838 shares worth $346K. The stake represents 0.16% of the portfolio and ranks #157 among its holdings.

238 funds tracked by Wall St. Rank hold SW as of Q3 2026.

PUREfi Wealth held 7,838 shares of Smurfit Westrock worth $346K as of Q3 2026.
Smurfit Westrock was a new PUREfi Wealth position in Q3 2026.
Smurfit Westrock made up 0.16% of PUREfi Wealth's portfolio in Q3 2026, its #157 holding.
238 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.