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 Q2	$594K	Sell	91,853 -25,000	-21%	-$140K	﹤0.01%	3175
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	$30K	Buy	+10,680	New	+$37.5K	﹤0.01%	3629

Other funds holding SWIM

PCM

Pamplona Capital Management New York $361M AUM 5.25% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AAM

ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Commonwealth Equity Services's SWIM Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Latham Group (SWIM) stake by 21% in Q2 2026, selling an estimated $140K and leaving 91,853 shares worth $594K. The position accounts for ﹤0.01% of the portfolio, ranked #3175.

Commonwealth Equity Services first reported a position in SWIM in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.43M in Q4 2024. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

Commonwealth Equity Services held 91,853 shares of Latham Group worth $594K as of Q2 2026.
Commonwealth Equity Services sold 25,000 Latham Group shares in Q2 2026, an estimated $140K.
Latham Group made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3175 holding.
Commonwealth Equity Services first reported a position in Latham Group in Q1 2023 and has held it in 11 quarters since.
Commonwealth Equity Services's Latham Group position peaked at $1.43M in Q4 2024.
135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.