UB
SW

UMB Bank’s Smurfit Westrock SW Stock Holding History

UMB Bank’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 		$20.6K Buy
446
+118
+36% +$4.87K ﹤0.01% 1661
2026
Q1 		$13.1K Buy
328
+108
+49% +$4.66K ﹤0.01% 1762
2025
Q4 		$8.51K Sell
220
-67
-23% -$2.56K ﹤0.01% 1879
2025
Q3 		$12.2K Sell
287
-98
-25% -$4.44K ﹤0.01% 1603
2025
Q2 		$16.6K Sell
385
-794
-67% -$34K ﹤0.01% 1440
2025
Q1 		$53.1K Buy
1,179
+93
+9% +$4.72K ﹤0.01% 1024
2024
Q4 		$58.5K Buy
+1,086
New +$55.3K ﹤0.01% 857

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

UMB Bank's SW Position: Q2 2026 in Review

UMB Bank increased its Smurfit Westrock (SW) stake by 36% in Q2 2026, buying an estimated $4.87K and bringing the position to 446 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

UMB Bank first reported a position in SW in Q4 2024 and has held it in 7 quarters since. The position peaked at $58.5K in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • UMB Bank held 446 shares of Smurfit Westrock worth $20.6K as of Q2 2026.
  • UMB Bank bought 118 Smurfit Westrock shares in Q2 2026, an estimated $4.87K.
  • Smurfit Westrock made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1661 holding.
  • UMB Bank first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
  • UMB Bank's Smurfit Westrock position peaked at $58.5K in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.