AF
SWIM icon

Allworth Financial’s Latham Group SWIM Stock Holding History

Allworth Financial’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17K Buy
180
+12
+7% +$67 ﹤0.01% 4674
2026
Q1 		$903 Sell
168
-117
-41% -$745 ﹤0.01% 4597
2025
Q4 		$1.81K Sell
285
-123
-30% -$860 ﹤0.01% 4159
2025
Q3 		$3.1K Buy
408
+177
+77% +$1.3K ﹤0.01% 3803
2025
Q2 		$1.47K Buy
231
+32
+16% +$186 ﹤0.01% 3830
2025
Q1 		$1.13K Hold
199
– – ﹤0.01% 3431
2024
Q4 		$1.36K Hold
199
– – ﹤0.01% 3296
2024
Q3 		$1.35K Hold
199
– – ﹤0.01% 3113
2024
Q2 		$617 Hold
199
– – ﹤0.01% 3314
2024
Q1 		$789 Buy
+199
New +$567 ﹤0.01% 3154
2023
Q2 		– Sell
-468
Closed -$1.34K – 3377
2023
Q1 		$1.34K Hold
468
– – ﹤0.01% 2559
2022
Q4 		$1.51K Buy
+468
New +$1.69K ﹤0.01% 2339

Other funds holding SWIM

PCM
Pamplona Capital Management New York $361M AUM 5.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Allworth Financial's SWIM Position: Q2 2026 in Review

Allworth Financial increased its Latham Group (SWIM) stake by 7.1% in Q2 2026, buying an estimated $67 and bringing the position to 180 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #4674.

Allworth Financial first reported a position in SWIM in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.1K in Q3 2025. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Allworth Financial held 180 shares of Latham Group worth $1.17K as of Q2 2026.
  • Allworth Financial bought 12 Latham Group shares in Q2 2026, an estimated $67.
  • Latham Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4674 holding.
  • Allworth Financial first reported a position in Latham Group in Q4 2022 and has held it in 12 quarters since.
  • Allworth Financial's Latham Group position peaked at $3.1K in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.