MOODY NATIONAL BANK TRUST DIVISION SW — Smurfit WestRock PLC

Ownership history in MOODY NATIONAL BANK TRUST DIVISION  ·  6 quarters on record

AI Ownership Summary

MOODY NATIONAL BANK TRUST DIVISION reported Smurfit WestRock PLC (SW) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.08% in 2024 Q4. The latest visible filing shows SW at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOODY NATIONAL BANK TRUST DIVISION's position in Smurfit WestRock PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SW was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SW stock page MOODY NATIONAL BANK TRUST DIVISION fund profile MOODY NATIONAL BANK TRUST DIVISION full holdings
How MOODY NATIONAL BANK TRUST DIVISION held SW — position size vs. price
% of Fund (quarterly)    SW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 18,145 -158 -0.9% 0.07% $723K 2026-04-09 $41.66
2025 Q4 ADDED — — — 18,303 +3,485 +23.5% 0.07% $708K 2026-01-12 $42.08
2025 Q3 REDUCED — — — 14,818 -183 -1.2% 0.05% $631K 2025-10-06 $39.51
2025 Q2 ADDED — — — 15,001 +255 +1.7% 0.06% $647K 2025-07-10 $46.60
2025 Q1 ADDED — — — 14,746 +1,028 +7.5% 0.07% $664K 2025-04-04 $39.48
2024 Q4 INITIATED — — — 13,718 — — 0.08% $739K 2025-01-13 $49.75

🏢 Other funds also holding SW

As of 2026 Q1 — sorted by position size

Exane Asset Management 3Y 7Y 7.85% CAUSEWAY CAPITAL MANAGEMENT LLC 3Y 7Y 7.61% Verbena Value LP 7.02% Redwood Grove Capital, LLC 3Y 5.78% OSLO PENSJONSFORSIKRING AS 5.2% Holowesko Partners Ltd. 3Y 7Y 5.13% Ruffer LLP 3Y 7Y 4.56% Polaris Capital Management, LLC 3Y 7Y 4.46% LANSDOWNE PARTNERS (UK) LLP 3Y 7Y 3.99% SYCOMORE ASSET MANAGEMENT 3Y 7Y 2.51%

FAQ About MOODY NATIONAL BANK TRUST DIVISION and SW

These are the practical questions this page is built to answer before you even open the full history table.

How long has MOODY NATIONAL BANK TRUST DIVISION reported owning SW?

MOODY NATIONAL BANK TRUST DIVISION reported SW across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SW position in MOODY NATIONAL BANK TRUST DIVISION's portfolio?

The largest reported portfolio weight for SW was 0.08% in 2024 Q4.

What is the latest reported SW position on this page?

The most recent filing on this page is 2026 Q1, when MOODY NATIONAL BANK TRUST DIVISION reported 18,145 shares, equal to 0.07% of portfolio, with an estimated market value of $723K.

What does the chart on this SW ownership page compare?

The chart compares MOODY NATIONAL BANK TRUST DIVISION's quarterly SW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MOODY NATIONAL BANK TRUST DIVISION time their SW position?

Based on 13F filing dates vs. subsequent SW price moves, MOODY NATIONAL BANK TRUST DIVISION correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on SW relative to SPY over the holding period was -24.6%.

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