Truist Financial’s Smurfit Westrock SW Stock Holding History

Truist 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	$786K	Sell	16,984 -910	-5%	-$37.6K	﹤0.01%	1919
2026 Q1	$713K	Buy	17,894 +1,991	+13%	+$85.9K	﹤0.01%	1877
2025 Q4	$615K	Sell	15,903 -1,677	-10%	-$63.9K	﹤0.01%	1929
2025 Q3	$748K	Sell	17,580 -1,160	-6%	-$52.5K	﹤0.01%	1816
2025 Q2	$809K	Sell	18,740 -11,480	-38%	-$491K	﹤0.01%	1711
2025 Q1	$1.36M	Sell	30,220 -12,393	-29%	-$628K	﹤0.01%	1391
2024 Q4	$2.3M	Buy	42,613 +22,411	+111%	+$1.14M	﹤0.01%	1170
2024 Q3	$998K	Buy	+20,202	New	+$919K	﹤0.01%	1523

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Truist Financial's SW Position: Q2 2026 in Review

Truist Financial reduced its Smurfit Westrock (SW) stake by 5.1% in Q2 2026, selling an estimated $37.6K and leaving 16,984 shares worth $786K. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

Truist Financial first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.3M in Q4 2024. 326 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Truist Financial held 16,984 shares of Smurfit Westrock worth $786K as of Q2 2026.
Truist Financial sold 910 Smurfit Westrock shares in Q2 2026, an estimated $37.6K.
Smurfit Westrock made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1919 holding.
Truist Financial first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Truist Financial's Smurfit Westrock position peaked at $2.3M in Q4 2024.
326 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.