SFG
SW

Southern Financial Group’s Smurfit Westrock SW Stock Holding History

Southern Financial 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 		$321K Buy
6,942
+453
+7% +$18.7K 0.08% 62
2026
Q1 		$259K Buy
6,489
+735
+13% +$31.7K 0.07% 70
2025
Q4 		$223K Buy
+5,754
New +$219K 0.06% 74

Other funds holding SW

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Southern Financial Group's SW Position: Q2 2026 in Review

Southern Financial Group increased its Smurfit Westrock (SW) stake by 7% in Q2 2026, buying an estimated $18.7K and bringing the position to 6,942 shares worth $321K. The position accounts for 0.08% of the portfolio, ranked #62.

Southern Financial Group first reported a position in SW in Q4 2025 and has held it in 3 quarters since. 273 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Southern Financial Group held 6,942 shares of Smurfit Westrock worth $321K as of Q2 2026.
  • Southern Financial Group bought 453 Smurfit Westrock shares in Q2 2026, an estimated $18.7K.
  • Smurfit Westrock made up 0.08% of Southern Financial Group's portfolio in Q2 2026, its #62 holding.
  • Southern Financial Group first reported a position in Smurfit Westrock in Q4 2025 and has held it in 3 quarters since.
  • 273 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.