Southern Financial Group
SW icon

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
Q3 		$313K Buy
7,087
+145
+2% +$6.69K 0.09% 63
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

Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Southern Financial Group's SW Position: Q3 2026 in Review

Southern Financial Group increased its Smurfit Westrock (SW) stake by 2.1% in Q3 2026, buying an estimated $6.69K and bringing the position to 7,087 shares worth $313K. The position accounts for 0.09% of the portfolio, ranked #63.

Southern Financial Group first reported a position in SW in Q4 2025 and has held it in 4 quarters since. The position peaked at $321K in Q2 2026. 390 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • Southern Financial Group held 7,087 shares of Smurfit Westrock worth $313K as of Q3 2026.
  • Southern Financial Group bought 145 Smurfit Westrock shares in Q3 2026, an estimated $6.69K.
  • Smurfit Westrock made up 0.09% of Southern Financial Group's portfolio in Q3 2026, its #63 holding.
  • Southern Financial Group first reported a position in Smurfit Westrock in Q4 2025 and has held it in 4 quarters since.
  • Southern Financial Group's Smurfit Westrock position peaked at $321K in Q2 2026.
  • 390 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Southern Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.