WSFG
SW

Wall Street Financial Group’s Smurfit Westrock SW Stock Holding History

Wall Street Financial Group’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 		– Sell
-31
Closed -$1.24K – 653
2026
Q1 		$1.24K Buy
+31
New +$1.34K ﹤0.01% 587

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Wall Street Financial Group's SW Position: Q2 2026 in Review

Wall Street Financial Group sold out of Smurfit Westrock (SW) in Q2 2026, closing a stake of 31 shares — an estimated $1.24K sold.

Wall Street Financial Group first reported a position in SW in Q1 2026 and held it in 1 quarter. The position peaked at $1.24K in Q1 2026. 197 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Wall Street Financial Group reported no remaining Smurfit Westrock position as of Q2 2026 after selling out during the quarter.
  • Wall Street Financial Group sold 31 Smurfit Westrock shares in Q2 2026, an estimated $1.24K.
  • Wall Street Financial Group first reported a position in Smurfit Westrock in Q1 2026 and held it in 1 quarter.
  • Wall Street Financial Group's Smurfit Westrock position peaked at $1.24K in Q1 2026.
  • 197 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.