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Brookwood Investment Group’s Latham Group SWIM Stock Holding History

Brookwood Investment Group’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
Q2 		$104K Buy
+16,000
New +$89.9K 0.01% 519

Other funds holding SWIM

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Brookwood Investment Group's SWIM Position: Q2 2026 in Review

Brookwood Investment Group opened a new position in Latham Group (SWIM) in Q2 2026: 16,000 shares worth $104K. The stake represents 0.01% of the portfolio and ranks #519 among its holdings.

16 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Brookwood Investment Group held 16,000 shares of Latham Group worth $104K as of Q2 2026.
  • Latham Group was a new Brookwood Investment Group position in Q2 2026.
  • Latham Group made up 0.01% of Brookwood Investment Group's portfolio in Q2 2026, its #519 holding.
  • 16 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.