Position in SW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$123,421
+$1,839 QoQ
Shares Held
2,668
-12.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#472
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, 2026Allworth Financial LP holds $4,824,369 across 19 Packaging & Containers names. SW ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BALL |
BALL Corp
|
29,149 | $1,818,897 | |
| 2 | AMCR |
Amcor plc
|
21,923 | $950,362 | |
| 3 | IP |
International Paper Co /New/
|
12,336 | $470,001 | |
| 4 | GPK |
Graphic Packaging Holding Co
|
42,218 | $446,244 | |
| 5 | PKG |
Packaging Corp Of America
|
1,531 | $364,806 | |
| 6 | AVY |
Avery Dennison Corp
|
1,183 | $192,060 | |
| 7 | CCK |
Crown Holdings, Inc.
|
1,371 | $153,305 | |
| 8 | SW |
Smurfit Westrock plc
This page
|
2,668 | $123,421 |
All Filings in SW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,421 | 2,668 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $121,582 | 3,051 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $85,615 | 2,214 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $90,972 | 2,137 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $94,282 | 2,185 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $99,357 | 2,205 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $87,576 | 1,626 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $82,383 | 1,667 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||