Stifel Financial
SW

Stifel Financial’s Smurfit Westrock SW Stock Holding History

Stifel 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 		$10M Buy
216,516
+120,966
+127% +$5M 0.01% 1017
2026
Q1 		$3.81M Buy
95,550
+42,133
+79% +$1.82M ﹤0.01% 1525
2025
Q4 		$2.07M Buy
53,417
+18,892
+55% +$720K ﹤0.01% 1902
2025
Q3 		$1.47M Sell
34,525
-43
-0.1% -$1.95K ﹤0.01% 2134
2025
Q2 		$1.49M Sell
34,568
-8,263
-19% -$354K ﹤0.01% 2052
2025
Q1 		$1.93M Sell
42,831
-55,298
-56% -$2.8M ﹤0.01% 1779
2024
Q4 		$5.29M Buy
98,129
+11,200
+13% +$571K 0.01% 1176
2024
Q3 		$4.3M Buy
+86,929
New +$3.95M ﹤0.01% 1288

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 $3.38T AUM 44.17% 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

Stifel Financial's SW Position: Q2 2026 in Review

Stifel Financial increased its Smurfit Westrock (SW) stake by 127% in Q2 2026, buying an estimated $5M and bringing the position to 216,516 shares worth $10M. The position accounts for 0.01% of the portfolio, ranked #1017.

Stifel Financial first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Stifel Financial held 216,516 shares of Smurfit Westrock worth $10M as of Q2 2026.
  • Stifel Financial bought 120,966 Smurfit Westrock shares in Q2 2026, an estimated $5M.
  • Smurfit Westrock made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1017 holding.
  • Stifel Financial first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.