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

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

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. 639 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.
  • 639 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.