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Smurfit WestRock shares owned by Compass Financial Services

Quarter-by-quarter ownership of Smurfit WestRock (SW) shares owned by Compass Financial Services from 13F filings

Historical chart of Compass Financial Services investment in Smurfit WestRock

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All positions including Smurfit WestRock held by Compass Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Smurfit WestRock by Compass Financial Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $7.0k 162 43.15
2025-03-31 $7.3k 162 45.06

More positions owned by Compass Financial Services

Spdr Portfolio MF Closed and MF Open (SPLG)
Wisdomtree Us MF Closed and MF Open (DGRW)
Jpmorgan MF Closed and MF Open (JPST)
First Trust MF Closed and MF Open (KNG)
Invesco Nasdaq MF Closed and MF Open (QQQM)
Jpmorgan MF Closed and MF Open (JEPQ)
SPDR S&P MF Closed and MF Open (VLU)
Invesco S&p MF Closed and MF Open (SPMO)
Ishares Core MF Closed and MF Open (DIVB)
Spdr Bloomberg MF Closed and MF Open (BIL)
First Trust MF Closed and MF Open (FDL)
Global X MF Closed and MF Open (XYLD)
Spdr Portfolio MF Closed and MF Open (SPYG)
Wisdomtree Equity MF Closed and MF Open (WTPI)
Invesco S&p MF Closed and MF Open (RSPA)

View all positions for Compass Financial Services

Top funds holding Smurfit WestRock

Vanguard Group
BlackRock
Capital Research Global Investors
State Street Corporation
Nuveen
Orbis Allan Gray
Geode Capital Management
FMR
Franklin Resources
UBS Group
Invesco
Bank of New York Mellon
Fil
Soros Fund Management
Ameriprise Financial

View all funds holding Smurfit WestRock