Aviance Capital Partners
SWBI icon

Aviance Capital Partners’s Smith & Wesson SWBI Stock Holding History

Aviance Capital Partners’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
2026
Q3 		$1.59M Buy
113,059
+3,004
+3% +$42.6K 0.16% 116
2026
Q2 		$1.66M Sell
110,055
-10,602
-9% -$159K 0.17% 112
2026
Q1 		$1.73M Sell
120,657
-9,002
-7% -$109K 0.2% 99
2025
Q4 		$1.28M Sell
129,659
-1,254
-1% -$12.1K 0.15% 127
2025
Q3 		$1.29M Sell
130,913
-4,965
-4% -$42.4K 0.15% 131
2025
Q2 		$1.18M Buy
135,878
+2,819
+2% +$26.7K 0.15% 136
2025
Q1 		$1.24M Buy
133,059
+31,776
+31% +$327K 0.17% 127
2024
Q4 		$1.02M Buy
101,283
+12,875
+15% +$161K 0.14% 143
2024
Q3 		$1.15M Buy
88,408
+13,830
+19% +$200K 0.15% 149
2024
Q2 		$1.07M Buy
74,578
+16,838
+29% +$276K 0.15% 135
2024
Q1 		$1M Buy
57,740
+2,164
+4% +$31.2K 0.15% 145
2023
Q4 		$754K Sell
55,576
-609
-1% -$8.38K 0.16% 141
2023
Q3 		$725K Sell
56,185
-1,193
-2% -$14.9K 0.16% 145
2023
Q2 		$748K Buy
57,378
+23,734
+71% +$289K 0.16% 152
2023
Q1 		$414K Buy
33,644
+945
+3% +$10.1K 0.09% 184
2022
Q4 		$284K Buy
32,699
+12,712
+64% +$134K 0.07% 231
2022
Q3 		$207K Buy
19,987
+970
+5% +$12.8K 0.05% 243
2022
Q2 		$250K Buy
19,017
+192
+1% +$2.78K 0.06% 235
2022
Q1 		$285K Buy
+18,825
New +$316K 0.05% 222

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Lesa Sroufe & Co
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Creative Planning
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Kestra Advisory Services
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Sky Investment Group
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ALPS Advisors
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Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Aviance Capital Partners's SWBI Position: Q3 2026 in Review

Aviance Capital Partners increased its Smith & Wesson (SWBI) stake by 2.7% in Q3 2026, buying an estimated $42.6K and bringing the position to 113,059 shares worth $1.59M. The position accounts for 0.16% of the portfolio, ranked #116.

Aviance Capital Partners first reported a position in SWBI in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.73M in Q1 2026. 58 funds tracked by Wall St. Rank hold SWBI as of Q3 2026.

  • Aviance Capital Partners held 113,059 shares of Smith & Wesson worth $1.59M as of Q3 2026.
  • Aviance Capital Partners bought 3,004 Smith & Wesson shares in Q3 2026, an estimated $42.6K.
  • Smith & Wesson made up 0.16% of Aviance Capital Partners's portfolio in Q3 2026, its #116 holding.
  • Aviance Capital Partners first reported a position in Smith & Wesson in Q1 2022 and has held it in 19 quarters since.
  • Aviance Capital Partners's Smith & Wesson position peaked at $1.73M in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2026.

Based on Aviance Capital Partners's 13F filing for Q3 2026, filed 29 Oct 2026.