Position in SW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$597,632
+$46,228 QoQ
Shares Held
12,919
-6.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#369
of 635 holders
Holding Since
Sep 2025
4 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, 2026Sequoia Financial Advisors, LLC holds $9,192,584 across 11 Packaging & Containers names. SW ranks #8 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
|
6,685 | $1,592,901 | |
| 2 | GEF |
Greif, Inc
|
21,021 | $1,565,854 | |
| 3 | SON |
Sonoco Products Co
|
27,732 | $1,562,698 | |
| 4 | AVY |
Avery Dennison Corp
|
6,251 | $1,014,849 | |
| 5 | IP |
International Paper Co /New/
|
22,358 | $851,839 | |
| 6 | BALL |
BALL Corp
|
11,077 | $691,204 | |
| 7 | GPK |
Graphic Packaging Holding Co
|
63,784 | $674,196 | |
| 8 | SW |
Smurfit Westrock plc
This page
|
12,919 | $597,632 |
All Filings in SW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $597,632 | 12,919 | Shares | Sole | 2026-07-17 | |
| 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. | ||||||