RiverFront Investment Group’s Smurfit Westrock SW Stock Holding History

RiverFront Investment Group’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	-5,034	Closed	-$201K	–	446
2026 Q1	$201K	Buy	+5,034	New	+$217K	﹤0.01%	380
2025 Q4	–	Sell	-4,864	Closed	-$207K	–	359
2025 Q3	$207K	Buy	+4,864	New	+$220K	﹤0.01%	308

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 $3.37T AUM 44.26% 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

RiverFront Investment Group's SW Position: Q2 2026 in Review

RiverFront Investment Group sold out of Smurfit Westrock (SW) in Q2 2026, closing a stake of 5,034 shares — an estimated $201K sold.

RiverFront Investment Group first reported a position in SW in Q3 2025 and held it in 2 quarters. The position peaked at $207K in Q3 2025. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

RiverFront Investment Group reported no remaining Smurfit Westrock position as of Q2 2026 after selling out during the quarter.
RiverFront Investment Group sold 5,034 Smurfit Westrock shares in Q2 2026, an estimated $201K.
RiverFront Investment Group first reported a position in Smurfit Westrock in Q3 2025 and held it in 2 quarters.
RiverFront Investment Group's Smurfit Westrock position peaked at $207K in Q3 2025.
637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.