Position in SW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$254,430
+$45,696 QoQ
Shares Held
5,500
+5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#431
of 635 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026OneAscent Financial Services LLC holds $1,077,693 across 2 Packaging & Containers names. SW ranks #2 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEF |
Greif, Inc
|
11,052 | $823,263 | |
| 2 | SW |
Smurfit Westrock plc
This page
|
5,500 | $254,430 |
All Filings in SW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,430 | 5,500 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $208,734 | 5,238 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||