RF
SW

Rossby Financial’s Smurfit Westrock SW Stock Holding History

Rossby Financial’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 		$13.1K Sell
283
-40
-12% -$1.65K ﹤0.01% 1101
2026
Q1 		$13K Buy
323
+57
+21% +$2.46K ﹤0.01% 1161
2025
Q4 		$10.3K Buy
+266
New +$10.1K ﹤0.01% 920

Other funds holding SW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Rossby Financial's SW Position: Q2 2026 in Review

Rossby Financial reduced its Smurfit Westrock (SW) stake by 12% in Q2 2026, selling an estimated $1.65K and leaving 283 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Rossby Financial first reported a position in SW in Q4 2025 and has held it in 3 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Rossby Financial held 283 shares of Smurfit Westrock worth $13.1K as of Q2 2026.
  • Rossby Financial sold 40 Smurfit Westrock shares in Q2 2026, an estimated $1.65K.
  • Smurfit Westrock made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1101 holding.
  • Rossby Financial first reported a position in Smurfit Westrock in Q4 2025 and has held it in 3 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.