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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UMB Bank's SW Position: Q1 2026 in Review

UMB Bank increased its Smurfit Westrock (SW) stake by 49% in Q1 2026, buying an estimated $4.66K and bringing the position to 328 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

UMB Bank first reported a position in SW in Q4 2024 and has held it in 6 quarters since. The position peaked at $58.5K in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • UMB Bank held 328 shares of Smurfit Westrock worth $13.1K as of Q1 2026.
  • UMB Bank bought 108 Smurfit Westrock shares in Q1 2026, an estimated $4.66K.
  • Smurfit Westrock made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #1762 holding.
  • UMB Bank first reported a position in Smurfit Westrock in Q4 2024 and has held it in 6 quarters since.
  • UMB Bank's Smurfit Westrock position peaked at $58.5K in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.