Franklin Resources
SWIM icon

Franklin Resources’s Latham Group SWIM Stock Holding History

Franklin Resources’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
2025
Q3 		– Sell
-58,441
Closed -$373K – 3250
2025
Q2 		$373K Sell
58,441
-24,913
-30% -$145K ﹤0.01% 2462
2025
Q1 		$536K Buy
83,354
+24,283
+41% +$163K ﹤0.01% 2239
2024
Q4 		$411K Sell
59,071
-3,718
-6% -$24.9K ﹤0.01% 2375
2024
Q3 		$438K Buy
+62,789
New +$306K ﹤0.01% 2336

Other funds holding SWIM

PCM
Pamplona Capital Management New York $361M AUM 5.25% 1-Year Est. Return
WCPI
Wynnchurch Capital Partners IV Rosemont, Illinois $44.8M AUM 11.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources's SWIM Position: Q3 2025 in Review

Franklin Resources sold out of Latham Group (SWIM) in Q3 2025, closing a stake of 58,441 shares — an estimated $373K sold.

Franklin Resources first reported a position in SWIM in Q3 2024 and held it in 4 quarters. The position peaked at $536K in Q1 2025. 139 funds tracked by Wall St. Rank hold SWIM as of Q3 2025.

  • Franklin Resources reported no remaining Latham Group position as of Q3 2025 after selling out during the quarter.
  • Franklin Resources sold 58,441 Latham Group shares in Q3 2025, an estimated $373K.
  • Franklin Resources first reported a position in Latham Group in Q3 2024 and held it in 4 quarters.
  • Franklin Resources's Latham Group position peaked at $536K in Q1 2025.
  • 139 funds tracked by Wall St. Rank held Latham Group as of Q3 2025.

Based on Franklin Resources's 13F filing for Q3 2025, filed 13 Nov 2025.