Position in SW
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$551,404
+$127,929 QoQ
Shares Held
13,837
+26.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Mar 31, 2026Sequoia Financial Advisors, LLC holds $9,058,780 across 10 Packaging & Containers names. SW ranks #8 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SON |
Sonoco Products Co
|
28,762 | $1,555,736 | |
| 2 | PKG |
Packaging Corp Of America
|
7,266 | $1,541,990 | |
| 3 | AVY |
Avery Dennison Corp
|
8,726 | $1,506,805 | |
| 4 | GEF |
Greif, Inc
|
17,717 | $1,188,279 | |
| 5 | CCK |
Crown Holdings, Inc.
|
8,564 | $858,541 | |
| 6 | BALL |
BALL Corp
|
12,198 | $721,023 | |
| 7 | IP |
International Paper Co /New/
|
18,370 | $655,809 | |
| 8 | SW |
Smurfit Westrock plc
This page
|
13,837 | $551,404 |
All Filings in SW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $551,404 | 13,837 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $423,475 | 10,951 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $270,234 | 6,348 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||