EPGL
SW

Evelyn Partners Group Ltd’s Smurfit Westrock SW Stock Holding History

Evelyn Partners Group Ltd’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 		$25.3M Buy
+546,588
New +$22.6M 0.05% 47

Other funds holding SW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
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
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Evelyn Partners Group Ltd's SW Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Smurfit Westrock (SW) in Q2 2026: 546,588 shares worth $25.3M. The stake represents 0.05% of the portfolio and ranks #47 among its holdings.

326 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Evelyn Partners Group Ltd held 546,588 shares of Smurfit Westrock worth $25.3M as of Q2 2026.
  • Smurfit Westrock was a new Evelyn Partners Group Ltd position in Q2 2026.
  • Smurfit Westrock made up 0.05% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #47 holding.
  • 326 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.