Position in SW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$417,265
+$197,812 QoQ
Shares Held
9,020
+63.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#397
of 635 holders
Holding Since
Dec 2025
3 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, 2026Avise Financial Cooperative, Inc. holds $642,439 across 2 Packaging & Containers names. SW ranks #1 (65.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SW |
Smurfit Westrock plc
This page
|
9,020 | $417,265 | |
| 2 | PKG |
Packaging Corp Of America
|
945 | $225,174 |
All Filings in SW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,265 | 9,020 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $219,453 | 5,507 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $214,309 | 5,542 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||