HB Wealth Management’s Smith & Wesson SWBI Stock Holding History

HB Wealth Management’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 Q3	$148K	Buy	+10,501	New	+$149K	﹤0.01%	1770

Other funds holding SWBI

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

HB Wealth Management's SWBI Position: Q3 2026 in Review

HB Wealth Management opened a new position in Smith & Wesson (SWBI) in Q3 2026: 10,501 shares worth $148K. The stake represents ﹤0.01% of the portfolio and ranks #1770 among its holdings.

26 funds tracked by Wall St. Rank hold SWBI as of Q3 2026.

HB Wealth Management held 10,501 shares of Smith & Wesson worth $148K as of Q3 2026.
Smith & Wesson was a new HB Wealth Management position in Q3 2026.
Smith & Wesson made up ﹤0.01% of HB Wealth Management's portfolio in Q3 2026, its #1770 holding.
26 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.