Position in SW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$71,240
-$13,242 QoQ
Shares Held
1,540
-27.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#485
of 635 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $2,849,778 across 3 Packaging & Containers names. SW ranks #3 (2.5% of the industry book) .
All Filings in SW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,240 | 1,540 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $84,482 | 2,120 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $105,955 | 2,740 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $134,265 | 3,154 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $111,111 | 2,575 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $116,750 | 2,591 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $117,253 | 2,177 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||