Position in SW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,381,671
+$23,917 QoQ
Shares Held
84,860
-2.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 34.06238584004054.ToString("F0")%
Shared 0.ToString("F0")%
None 65.93761415995945.ToString("F0")%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Mar 31, 2026Focus Partners Wealth holds $59,921,134 across 10 Packaging & Containers names. SW ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IP |
International Paper Co /New/
|
716,908 | $25,593,615 | |
| 2 | AMCR |
Amcor plc
|
309,795 | $12,314,351 | |
| 3 | CCK |
Crown Holdings, Inc.
|
61,089 | $6,124,172 | |
| 4 | BALL |
BALL Corp
|
66,695 | $3,942,341 | |
| 5 | SON |
Sonoco Products Co
|
65,001 | $3,515,904 | |
| 6 | SW |
Smurfit Westrock plc
This page
|
84,860 | $3,381,671 | |
| 7 | AVY |
Avery Dennison Corp
|
18,046 | $3,116,183 | |
| 8 | PKG |
Packaging Corp Of America
|
6,066 | $1,287,326 |
All Filings in SW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,381,671 | 84,860 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,357,754 | 86,831 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $445,409 | 10,463 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $477,411 | 11,064 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $405,449 | 8,998 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $511,454 | 9,496 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||