SFGP
SW

Stonebridge Financial Group (Pennsylvania)’s Smurfit Westrock SW Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-45
Closed -$2.03K – 992
2025
Q1 		$2.03K Buy
+45
New +$2.28K ﹤0.01% 787

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s SW Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Smurfit Westrock (SW) in Q2 2025, closing a stake of 45 shares — an estimated $2.03K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in SW in Q1 2025 and held it in 1 quarter. The position peaked at $2.03K in Q1 2025. 575 funds tracked by Wall St. Rank hold SW as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Smurfit Westrock position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 45 Smurfit Westrock shares in Q2 2025, an estimated $2.03K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Smurfit Westrock in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s Smurfit Westrock position peaked at $2.03K in Q1 2025.
  • 575 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.