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AllSquare Wealth Management’s Smith & Wesson SWBI Stock Holding History

AllSquare Wealth Management’s Portfolio SWBI Stock Details SWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$492 Buy
+50
New +$427 ﹤0.01% 502

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

AllSquare Wealth Management's SWBI Position: Q3 2025 in Review

AllSquare Wealth Management opened a new position in Smith & Wesson (SWBI) in Q3 2025: 50 shares worth $492. The stake represents ﹤0.01% of the portfolio and ranks #502 among its holdings.

166 funds tracked by Wall St. Rank hold SWBI as of Q3 2025.

  • AllSquare Wealth Management held 50 shares of Smith & Wesson worth $492 as of Q3 2025.
  • Smith & Wesson was a new AllSquare Wealth Management position in Q3 2025.
  • Smith & Wesson made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #502 holding.
  • 166 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.