TFGT
SW

TS Financial Group (TSFG)’s Smurfit Westrock SW Stock Holding History

TS Financial Group (TSFG)’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 		$35K Buy
761
+89
+13% +$3.67K ﹤0.01% 429
2026
Q1 		$27K Hold
672
– – ﹤0.01% 437
2025
Q4 		$26K Hold
672
– – ﹤0.01% 441
2025
Q3 		$29K Hold
672
– – ﹤0.01% 421
2025
Q2 		$29K Hold
672
– – 0.01% 418
2025
Q1 		$30K Buy
+672
New +$34.1K 0.01% 392

Other funds holding SW

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

TS Financial Group (TSFG)'s SW Position: Q2 2026 in Review

TS Financial Group (TSFG) increased its Smurfit Westrock (SW) stake by 13% in Q2 2026, buying an estimated $3.67K and bringing the position to 761 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

TS Financial Group (TSFG) first reported a position in SW in Q1 2025 and has held it in 6 quarters since. 196 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • TS Financial Group (TSFG) held 761 shares of Smurfit Westrock worth $35K as of Q2 2026.
  • TS Financial Group (TSFG) bought 89 Smurfit Westrock shares in Q2 2026, an estimated $3.67K.
  • Smurfit Westrock made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #429 holding.
  • TS Financial Group (TSFG) first reported a position in Smurfit Westrock in Q1 2025 and has held it in 6 quarters since.
  • 196 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.