EF
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Empowered Funds’s Smith & Wesson SWBI Stock Holding History

Empowered Funds’s Portfolio SWBI Stock Details SWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$250K Buy
+17,473
New +$212K ﹤0.01% 1913
2025
Q3 		– Sell
-25,516
Closed -$221K – 1944
2025
Q2 		$221K Sell
25,516
-473
-2% -$4.48K ﹤0.01% 1610
2025
Q1 		$242K Buy
25,989
+516
+2% +$5.32K ﹤0.01% 1470
2024
Q4 		$257K Sell
25,473
-48,450
-66% -$607K ﹤0.01% 1428
2024
Q3 		$960K Buy
73,923
+3,752
+5% +$54.2K 0.02% 910
2024
Q2 		$1.01M Buy
70,171
+5,040
+8% +$82.8K 0.02% 856
2024
Q1 		$1.13M Buy
65,131
+4,900
+8% +$70.7K 0.02% 820
2023
Q4 		$817K Buy
60,231
+5,376
+10% +$74K 0.02% 846
2023
Q3 		$708K Sell
54,855
-116,503
-68% -$1.45M 0.02% 791
2023
Q2 		$2.23M Buy
+171,358
New +$2.09M 0.08% 356

Other funds holding SWBI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return