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Amalgamated Bank’s Latham Group SWIM Stock Holding History

Amalgamated Bank’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 		– Sell
-1,412
Closed -$9K – 2680
2025
Q4 		$9K Sell
1,412
-128
-8% -$895 ﹤0.01% 2489
2025
Q3 		$12K Hold
1,540
– – ﹤0.01% 2394
2025
Q2 		$10K Hold
1,540
– – ﹤0.01% 2447
2025
Q1 		$10K Hold
1,540
– – ﹤0.01% 2385
2024
Q4 		$11K Hold
1,540
– – ﹤0.01% 2404
2024
Q3 		$10K Hold
1,540
– – ﹤0.01% 2476
2024
Q2 		$5K Hold
1,540
– – ﹤0.01% 2806
2024
Q1 		$6K Sell
1,540
-2,079
-57% -$5.93K ﹤0.01% 2678
2023
Q4 		$10K Sell
3,619
-458
-11% -$1.13K ﹤0.01% 2863
2023
Q3 		$11K Hold
4,077
– – ﹤0.01% 2881
2023
Q2 		$15K Sell
4,077
-1,989
-33% -$6.08K ﹤0.01% 2876
2023
Q1 		$17K Sell
6,066
-906
-13% -$3.18K ﹤0.01% 2708
2022
Q4 		$22K Hold
6,972
– – ﹤0.01% 2730
2022
Q3 		$25K Buy
6,972
+10
+0.1% +$57 ﹤0.01% 2749
2022
Q2 		$48K Buy
6,962
+534
+8% +$5.67K ﹤0.01% 2510
2022
Q1 		$85K Buy
+6,428
New +$107K ﹤0.01% 2257

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 $30.4B AUM 27.51% 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 $6.73T AUM 46.02% 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

Amalgamated Bank's SWIM Position: Q1 2026 in Review

Amalgamated Bank sold out of Latham Group (SWIM) in Q1 2026, closing a stake of 1,412 shares — an estimated $9K sold.

Amalgamated Bank first reported a position in SWIM in Q1 2022 and held it in 16 quarters. The position peaked at $85K in Q1 2022. 142 funds tracked by Wall St. Rank hold SWIM as of Q1 2026.

  • Amalgamated Bank reported no remaining Latham Group position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 1,412 Latham Group shares in Q1 2026, an estimated $9K.
  • Amalgamated Bank first reported a position in Latham Group in Q1 2022 and held it in 16 quarters.
  • Amalgamated Bank's Latham Group position peaked at $85K in Q1 2022.
  • 142 funds tracked by Wall St. Rank held Latham Group as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.