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
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 – 3378
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 $473M AUM 3.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return