Jones Financial Companies’s Latham Group SWIM Stock Holding History

Jones Financial Companies’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 Q1	$1.83K	Hold	346	–	–	﹤0.01%	4176
2025 Q4	$2.2K	Hold	346	–	–	﹤0.01%	3797
2025 Q3	$2.6K	Hold	346	–	–	﹤0.01%	3602
2025 Q2	$2.28K	Hold	346	–	–	﹤0.01%	3426
2025 Q1	$2.23K	Sell	346 -22	-6%	-$148	﹤0.01%	3224
2024 Q4	$2.56K	Sell	368 -100	-21%	-$669	﹤0.01%	2941
2024 Q3	$3.15K	Buy	468 +22	+5%	+$107	﹤0.01%	2569
2024 Q2	$1.35K	Hold	446	–	–	﹤0.01%	2235
2024 Q1	$1.77K	Buy	446 +100	+29%	+$285	﹤0.01%	1268
2023 Q4	$910	Buy	+346	New	+$856	﹤0.01%	969
2023 Q1	–	Sell	-40	Closed	–	–	764
2022 Q4	$0	Buy	+40	New	+$144	﹤0.01%	776

Other funds holding SWIM

PCM

Pamplona Capital Management New York $473M AUM 3.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AAM

ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

Jones Financial Companies's SWIM Position: Q1 2026 in Review

Jones Financial Companies held its Latham Group (SWIM) position steady in Q1 2026 at 346 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #4176.

Jones Financial Companies first reported a position in SWIM in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.15K in Q3 2024. 142 funds tracked by Wall St. Rank hold SWIM as of Q1 2026.

Jones Financial Companies held 346 shares of Latham Group worth $1.83K as of Q1 2026.
Jones Financial Companies left its Latham Group share count unchanged in Q1 2026.
Latham Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4176 holding.
Jones Financial Companies first reported a position in Latham Group in Q4 2022 and has held it in 11 quarters since.
Jones Financial Companies's Latham Group position peaked at $3.15K in Q3 2024.
142 funds tracked by Wall St. Rank held Latham Group as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.