Bank of America
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Bank of America’s Latham Group SWIM Stock Holding History

Bank of America’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 		$324K Sell
60,329
-17,700
-23% -$113K ﹤0.01% 5124
2025
Q4 		$495K Buy
78,029
+57,955
+289% +$405K ﹤0.01% 4922
2025
Q3 		$153K Sell
20,074
-320,363
-94% -$2.36M ﹤0.01% 6404
2025
Q2 		$2.17M Sell
340,437
-48,294
-12% -$281K ﹤0.01% 4701
2025
Q1 		$2.5M Buy
388,731
+126,184
+48% +$849K ﹤0.01% 4481
2024
Q4 		$1.83M Buy
262,547
+107,012
+69% +$716K ﹤0.01% 4530
2024
Q3 		$1.06M Buy
155,535
+61,830
+66% +$301K ﹤0.01% 5024
2024
Q2 		$284K Sell
93,705
-176,270
-65% -$614K ﹤0.01% 5697
2024
Q1 		$1.07M Buy
269,975
+55,639
+26% +$159K ﹤0.01% 4888
2023
Q4 		$564K Sell
214,336
-8,646
-4% -$21.4K ﹤0.01% 5409
2023
Q3 		$624K Sell
222,982
-1,527
-0.7% -$5.53K ﹤0.01% 5164
2023
Q2 		$833K Buy
224,509
+4,781
+2% +$14.6K ﹤0.01% 4915
2023
Q1 		$628K Buy
219,728
+24,933
+13% +$87.6K ﹤0.01% 5216
2022
Q4 		$627K Buy
194,795
+150,113
+336% +$541K ﹤0.01% 5204
2022
Q3 		$161K Sell
44,682
-287,600
-87% -$1.64M ﹤0.01% 6109
2022
Q2 		$2.3M Sell
332,282
-494,282
-60% -$5.25M ﹤0.01% 4181
2022
Q1 		$10.9M Buy
826,564
+399,703
+94% +$6.65M ﹤0.01% 2773
2021
Q4 		$10.7M Buy
426,861
+172,628
+68% +$3.42M ﹤0.01% 2863
2021
Q3 		$4.17M Buy
254,233
+126,157
+99% +$2.94M ﹤0.01% 3735
2021
Q2 		$4.09M Buy
+128,076
New +$3.74M ﹤0.01% 3709

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 $5.72T 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

Bank of America's SWIM Position: Q1 2026 in Review

Bank of America reduced its Latham Group (SWIM) stake by 23% in Q1 2026, selling an estimated $113K and leaving 60,329 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #5124.

Bank of America first reported a position in SWIM in Q2 2021 and has held it in 20 quarters since. The position peaked at $10.9M in Q1 2022. 142 funds tracked by Wall St. Rank hold SWIM as of Q1 2026.

  • Bank of America held 60,329 shares of Latham Group worth $324K as of Q1 2026.
  • Bank of America sold 17,700 Latham Group shares in Q1 2026, an estimated $113K.
  • Latham Group made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #5124 holding.
  • Bank of America first reported a position in Latham Group in Q2 2021 and has held it in 20 quarters since.
  • Bank of America's Latham Group position peaked at $10.9M in Q1 2022.
  • 142 funds tracked by Wall St. Rank held Latham Group as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.