Transamerica Financial Advisors, LLC
Position in SW — Smurfit Westrock plc
CIK 1502149
CEDAR RAPIDS, IA
Position in SW
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$164,130
+$42,349 QoQ
Shares Held
3,548
+16.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#463
of 635 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $1,030,227 across 14 Packaging & Containers names. SW ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
|
3,244 | $772,980 | |
| 2 | SW |
Smurfit Westrock plc
This page
|
3,548 | $164,130 | |
| 3 | IP |
International Paper Co /New/
|
943 | $35,928 | |
| 4 | GEF |
Greif, Inc
|
322 | $24,023 | |
| 5 | CCK |
Crown Holdings, Inc.
|
93 | $10,399 | |
| 6 | REYN |
Reynolds Consumer Products Inc.
|
274 | $7,356 | |
| 7 | BALL |
BALL Corp
|
106 | $6,614 | |
| 8 | AVY |
Avery Dennison Corp
|
29 | $4,708 |
All Filings in SW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,130 | 3,548 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $121,781 | 3,056 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $104,989 | 2,715 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $119,196 | 2,800 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $110,334 | 2,557 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $110,847 | 2,460 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $90,754 | 1,685 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $83,173 | 1,683 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||