Commonwealth Equity Services’s Latham Group SWIM Stock Holding History

Commonwealth Equity Services’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	$628K	Sell	116,853 -3,463	-3%	-$22.1K	﹤0.01%	3012
2025 Q4	$764K	Sell	120,316 -1,200	-1%	-$8.39K	﹤0.01%	2810
2025 Q3	$925K	Sell	121,516 -17,000	-12%	-$125K	﹤0.01%	2659
2025 Q2	$884K	Sell	138,516 -4,200	-3%	-$24.4K	﹤0.01%	2678
2025 Q1	$918K	Sell	142,716 -62,879	-31%	-$423K	﹤0.01%	2526
2024 Q4	$1.43M	Buy	+205,595	New	+$1.38M	﹤0.01%	2126
2024 Q1	–	Sell	-10,982	Closed	-$29K	–	4095
2023 Q4	$29K	Hold	10,982	–	–	﹤0.01%	3798
2023 Q3	$31K	Buy	10,982 +99	+0.9%	+$358	﹤0.01%	3701
2023 Q2	$40K	Buy	10,883 +203	+2%	+$620	﹤0.01%	3690
2023 Q1	$30	Buy	+10,680	New	+$37.5K	﹤0.01%	3629

Other funds holding SWIM

PCM

Pamplona Capital Management New York $473M AUM 3.78% 1-Year Est. Return

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 Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

Commonwealth Equity Services's SWIM Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Latham Group (SWIM) stake by 2.9% in Q1 2026, selling an estimated $22.1K and leaving 116,853 shares worth $628K. The position accounts for ﹤0.01% of the portfolio, ranked #3012.

Commonwealth Equity Services first reported a position in SWIM in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.43M in Q4 2024. 142 funds tracked by Wall St. Rank hold SWIM as of Q1 2026.

Commonwealth Equity Services held 116,853 shares of Latham Group worth $628K as of Q1 2026.
Commonwealth Equity Services sold 3,463 Latham Group shares in Q1 2026, an estimated $22.1K.
Latham Group made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3012 holding.
Commonwealth Equity Services first reported a position in Latham Group in Q1 2023 and has held it in 10 quarters since.
Commonwealth Equity Services's Latham Group position peaked at $1.43M in Q4 2024.
142 funds tracked by Wall St. Rank held Latham Group as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.