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
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 $5.72T 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

Stifel Financial's SW Position: Q1 2026 in Review

Stifel Financial increased its Smurfit Westrock (SW) stake by 79% in Q1 2026, buying an estimated $1.82M and bringing the position to 95,550 shares worth $3.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Stifel Financial first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.29M in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Stifel Financial held 95,550 shares of Smurfit Westrock worth $3.81M as of Q1 2026.
  • Stifel Financial bought 42,133 Smurfit Westrock shares in Q1 2026, an estimated $1.82M.
  • Smurfit Westrock made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1525 holding.
  • Stifel Financial first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Stifel Financial's Smurfit Westrock position peaked at $5.29M in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.