TFA
SW

Transamerica Financial Advisors’s Smurfit Westrock SW Stock Holding History

Transamerica Financial Advisors’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 		$164K Buy
3,548
+492
+16% +$20.3K 0.01% 464
2026
Q1 		$122K Buy
3,056
+341
+13% +$14.7K 0.01% 489
2025
Q4 		$105K Sell
2,715
-85
-3% -$3.24K 0.01% 452
2025
Q3 		$119K Buy
2,800
+243
+10% +$11K 0.01% 384
2025
Q2 		$110K Buy
2,557
+97
+4% +$4.15K 0.01% 267
2025
Q1 		$111K Buy
2,460
+775
+46% +$39.3K 0.01% 261
2024
Q4 		$91K Buy
1,685
+2
+0.1% +$102 0.01% 274
2024
Q3 		$84K Buy
+1,683
New +$76.5K 0.01% 284

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 $3.37T AUM 44.26% 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

Transamerica Financial Advisors's SW Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Smurfit Westrock (SW) stake by 16% in Q2 2026, buying an estimated $20.3K and bringing the position to 3,548 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #464.

Transamerica Financial Advisors first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Transamerica Financial Advisors held 3,548 shares of Smurfit Westrock worth $164K as of Q2 2026.
  • Transamerica Financial Advisors bought 492 Smurfit Westrock shares in Q2 2026, an estimated $20.3K.
  • Smurfit Westrock made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #464 holding.
  • Transamerica Financial Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.