Empowered Funds’s Latham Group SWIM Stock Holding History

Empowered Funds’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	$653K	Hold	100,972	–	–	﹤0.01%	1582
2026 Q1	$542K	Sell	100,972 -110,000	-52%	-$701K	﹤0.01%	1621
2025 Q4	$1.34M	Sell	210,972 -292,516	-58%	-$2.05M	0.02%	589
2025 Q3	$3.83M	Buy	503,488 +58,292	+13%	+$429K	0.04%	590
2025 Q2	$2.84M	Buy	445,196 +39,989	+10%	+$232K	0.03%	662
2025 Q1	$2.61M	Buy	405,207 +27,916	+7%	+$188K	0.04%	618
2024 Q4	$2.63M	Buy	377,291 +18,364	+5%	+$123K	0.04%	603
2024 Q3	$2.44M	Buy	358,927 +66,647	+23%	+$324K	0.04%	600
2024 Q2	$886K	Buy	292,280 +21,060	+8%	+$73.4K	0.02%	897
2024 Q1	$1.07M	Buy	271,220 +20,475	+8%	+$58.4K	0.02%	841
2023 Q4	$659K	Buy	250,745 +81,102	+48%	+$201K	0.02%	921
2023 Q3	$475K	Buy	+169,643	New	+$614K	0.01%	936

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

Empowered Funds's SWIM Position: Q2 2026 in Review

Empowered Funds held its Latham Group (SWIM) position steady in Q2 2026 at 100,972 shares worth $653K. The position accounts for ﹤0.01% of the portfolio, ranked #1582.

Empowered Funds first reported a position in SWIM in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.83M in Q3 2025. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

Empowered Funds held 100,972 shares of Latham Group worth $653K as of Q2 2026.
Empowered Funds left its Latham Group share count unchanged in Q2 2026.
Latham Group made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1582 holding.
Empowered Funds first reported a position in Latham Group in Q3 2023 and has held it in 12 quarters since.
Empowered Funds's Latham Group position peaked at $3.83M in Q3 2025.
135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.