Root Financial Partners
SW icon

Root Financial Partners’s Smurfit Westrock SW Stock Holding History

Root Financial Partners’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 		$54.2K Buy
+1,230
New +$56.8K ﹤0.01% 1041
2026
Q2 		– Sell
-768
Closed -$30.6K – 3332
2026
Q1 		$30.6K Buy
768
+501
+188% +$21.6K ﹤0.01% 1109
2025
Q4 		$10.3K Sell
267
-509
-66% -$19.4K ﹤0.01% 1479
2025
Q3 		$33K Buy
+776
New +$35.1K ﹤0.01% 845

Other funds holding SW

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Causeway Capital Management
Causeway Capital Management Los Angeles, California $8.9B AUM 6.03% 1-Year Est. Return

Root Financial Partners's SW Position: Q3 2026 in Review

Root Financial Partners opened a new position in Smurfit Westrock (SW) in Q3 2026: 1,230 shares worth $54.2K. The stake represents ﹤0.01% of the portfolio and ranks #1041 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SW as recently as Q1 2026.

Root Financial Partners first reported a position in SW in Q3 2025 and has held it in 4 quarters since. 565 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • Root Financial Partners held 1,230 shares of Smurfit Westrock worth $54.2K as of Q3 2026.
  • Smurfit Westrock was a new Root Financial Partners position in Q3 2026.
  • Smurfit Westrock made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1041 holding.
  • Root Financial Partners first reported a position in Smurfit Westrock in Q3 2025 and has held it in 4 quarters since.
  • 565 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.