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IFP Advisors’s Latham Group SWIM Stock Holding History

IFP 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 		$967K Sell
149,503
-2
-0% -$11 0.02% 752
2026
Q1 		$803K Sell
149,505
-9
-0% -$57 0.02% 772
2025
Q4 		$949K Sell
149,514
-147,112
-50% -$1.03M 0.02% 686
2025
Q3 		$2.26M Buy
296,626
+148,615
+100% +$1.09M 0.06% 349
2025
Q2 		$948K Sell
148,011
-298
-0.2% -$1.73K 0.03% 597
2025
Q1 		$954K Buy
148,309
+148,303
+2,471,717% +$998K 0.03% 569
2024
Q4 		$42 Buy
+6
New +$40 ﹤0.01% 4310

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

IFP Advisors's SWIM Position: Q2 2026 in Review

IFP Advisors reduced its Latham Group (SWIM) stake by 0% in Q2 2026, selling an estimated $11 and leaving 149,503 shares worth $967K. The position accounts for 0.02% of the portfolio, ranked #752.

IFP Advisors first reported a position in SWIM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.26M in Q3 2025. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • IFP Advisors held 149,503 shares of Latham Group worth $967K as of Q2 2026.
  • IFP Advisors sold 2 Latham Group shares in Q2 2026, an estimated $11.
  • Latham Group made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #752 holding.
  • IFP Advisors first reported a position in Latham Group in Q4 2024 and has held it in 7 quarters since.
  • IFP Advisors's Latham Group position peaked at $2.26M in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.