Ascent Group, LLC

Position in SW — Smurfit Westrock plc

CIK 1913231 VIRGINIA BEACH, VA

Position in SW

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,209,419

+$352,845 QoQ

Shares Held

26,144

+21.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#302

of 635 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Ascent Group, LLC holds $4,781,477 across 4 Packaging & Containers names. SW ranks #2 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PKG	Packaging Corp Of America	7,755	$1,847,859
2	SW	Smurfit Westrock plc This page	26,144	$1,209,419
3	IP	International Paper Co /New/	23,639	$900,644
4	SON	Sonoco Products Co	14,615	$823,555

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,209,419	26,144	+21.6%	Shares	Other	2026-08-03
2026-03-31	$856,574	21,495	+26.6%	Shares	Other	2026-05-15
2025-12-31	$656,499	16,977	+223.8%	Shares	Other	2026-01-20
2025-09-30	$223,192	5,243	—	Shares	Other	2025-10-20
No filing history on record for this holder in this stock.