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CoreCap Advisors’s Latham Group SWIM Stock Holding History

CoreCap Advisors’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 		$6.47K Hold
1,000
– – ﹤0.01% 2217
2026
Q1 		$5.37K Hold
1,000
– – ﹤0.01% 2156
2025
Q4 		$6.35K Hold
1,000
– – ﹤0.01% 2111
2025
Q3 		$7.61K Hold
1,000
– – ﹤0.01% 2052
2025
Q2 		$6.38K Hold
1,000
– – ﹤0.01% 2044
2025
Q1 		$6.43K Hold
1,000
– – ﹤0.01% 2006
2024
Q4 		$6.96K Hold
1,000
– – ﹤0.01% 1899
2024
Q3 		$6.8K Hold
1,000
– – ﹤0.01% 1896
2024
Q2 		$3.03K Hold
1,000
– – ﹤0.01% 1246
2024
Q1 		$3.96K Buy
+1,000
New +$2.85K ﹤0.01% 1967

Other funds holding SWIM

PCM
Pamplona Capital Management New York $361M AUM 5.25% 1-Year Est. Return
Wellington Management Group
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

CoreCap Advisors's SWIM Position: Q2 2026 in Review

CoreCap Advisors held its Latham Group (SWIM) position steady in Q2 2026 at 1,000 shares worth $6.47K. The position accounts for ﹤0.01% of the portfolio, ranked #2217.

CoreCap Advisors first reported a position in SWIM in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.61K in Q3 2025. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • CoreCap Advisors held 1,000 shares of Latham Group worth $6.47K as of Q2 2026.
  • CoreCap Advisors left its Latham Group share count unchanged in Q2 2026.
  • Latham Group made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2217 holding.
  • CoreCap Advisors first reported a position in Latham Group in Q1 2024 and has held it in 10 quarters since.
  • CoreCap Advisors's Latham Group position peaked at $7.61K in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.