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Farther Finance Advisors’s Latham Group SWIM Stock Holding History

Farther Finance 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 		$2.62K Sell
405
-3,238
-89% -$18.2K ﹤0.01% 5072
2026
Q1 		$19.5K Sell
3,643
-473
-11% -$3.01K ﹤0.01% 3680
2025
Q4 		$26.1K Buy
4,116
+469
+13% +$3.28K ﹤0.01% 3255
2025
Q3 		$27.8K Buy
+3,647
New +$26.8K ﹤0.01% 2817
2024
Q1 		– Sell
-1
Closed -$3 – 3732
2023
Q4 		$3 Buy
+1
New +$2 ﹤0.01% 3539

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

Farther Finance Advisors's SWIM Position: Q2 2026 in Review

Farther Finance Advisors reduced its Latham Group (SWIM) stake by 89% in Q2 2026, selling an estimated $18.2K and leaving 405 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #5072.

Farther Finance Advisors first reported a position in SWIM in Q4 2023 and has held it in 5 quarters since. The position peaked at $27.8K in Q3 2025. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Farther Finance Advisors held 405 shares of Latham Group worth $2.62K as of Q2 2026.
  • Farther Finance Advisors sold 3,238 Latham Group shares in Q2 2026, an estimated $18.2K.
  • Latham Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5072 holding.
  • Farther Finance Advisors first reported a position in Latham Group in Q4 2023 and has held it in 5 quarters since.
  • Farther Finance Advisors's Latham Group position peaked at $27.8K in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.