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

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WCPI
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VC
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Fidelity Investments
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KeyBank National Association
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Vanguard Group
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BlackRock
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WA
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return