RFP
SW

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
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

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

Root Financial Partners's SW Position: Q2 2026 in Review

Root Financial Partners sold out of Smurfit Westrock (SW) in Q2 2026, closing a stake of 768 shares — an estimated $30.6K sold.

Root Financial Partners first reported a position in SW in Q3 2025 and held it in 3 quarters. The position peaked at $33K in Q3 2025. 197 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Root Financial Partners reported no remaining Smurfit Westrock position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 768 Smurfit Westrock shares in Q2 2026, an estimated $30.6K.
  • Root Financial Partners first reported a position in Smurfit Westrock in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Smurfit Westrock position peaked at $33K in Q3 2025.
  • 197 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.