Key Financial Inc

Position in SW — Smurfit Westrock plc

CIK 1801720 WEST CHESTER, PA

Position in SW

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$5,412

+$750 QoQ

Shares Held

117

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#562

of 635 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Key Financial Inc holds $15,983 across 5 Packaging & Containers names. SW ranks #2 (33.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMCR	Amcor plc	133	$5,765
2	SW	Smurfit Westrock plc This page	117	$5,412
3	CCK	Crown Holdings, Inc.	25	$2,795
4	IP	International Paper Co /New/	40	$1,524
5	AVY	Avery Dennison Corp	3	$487

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,412	117	0.0%	Shares	Sole	2026-07-24
2026-03-31	$4,662	117	0.0%	Shares	Sole	2026-04-24
2025-12-31	$4,524	117	0.0%	Shares	Sole	2026-02-09
2025-09-30	$4,980	117	0.0%	Shares	Sole	2025-11-05
2025-06-30	$5,048	117	0.0%	Shares	Sole	2025-08-05
2025-03-31	$5,272	117	0.0%	Shares	Sole	2025-05-01
2024-12-31	$6,301	117	0.0%	Shares	Sole	2025-01-31
2024-09-30	$5,782	117	—	Shares	Sole	2024-10-29
No filing history on record for this holder in this stock.