Ameritas Advisory Services’s Smith & Wesson SWBI Stock Holding History

Ameritas Advisory Services’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 Q4	–	Sell	-117	Closed	-$1.15K	–	1964
2025 Q3	$1.15K	Sell	117 -323	-73%	-$2.76K	﹤0.01%	2048
2025 Q2	$3.82K	Buy	+440	New	+$4.17K	﹤0.01%	2319
2023 Q2	–	Sell	-1,031	Closed	-$12.8K	–	2298
2023 Q1	$12.8K	Buy	+1,031	New	+$11K	﹤0.01%	1810

Other funds holding SWBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameritas Advisory Services's SWBI Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Smith & Wesson (SWBI) in Q4 2025, closing a stake of 117 shares — an estimated $1.15K sold.

Ameritas Advisory Services first reported a position in SWBI in Q1 2023 and held it in 3 quarters. The position peaked at $12.8K in Q1 2023. 169 funds tracked by Wall St. Rank hold SWBI as of Q4 2025.

Ameritas Advisory Services reported no remaining Smith & Wesson position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 117 Smith & Wesson shares in Q4 2025, an estimated $1.15K.
Ameritas Advisory Services first reported a position in Smith & Wesson in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's Smith & Wesson position peaked at $12.8K in Q1 2023.
169 funds tracked by Wall St. Rank held Smith & Wesson as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.