SI
SW

Stephens Inc’s Smurfit Westrock SW Stock Holding History

Stephens Inc’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
Q1 		– Sell
-6,202
Closed -$240K – 1395
2025
Q4 		$240K Buy
6,202
+624
+11% +$23.8K ﹤0.01% 1128
2025
Q3 		$237K Buy
5,578
+511
+10% +$23.1K ﹤0.01% 1146
2025
Q2 		$219K Sell
5,067
-174
-3% -$7.44K ﹤0.01% 1141
2025
Q1 		$236K Sell
5,241
-375
-7% -$19K ﹤0.01% 1083
2024
Q4 		$302K Buy
5,616
+199
+4% +$10.1K ﹤0.01% 1012
2024
Q3 		$268K Buy
+5,417
New +$246K ﹤0.01% 1075

Other funds holding SW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return