KeyBank National Association
SWIM icon

KeyBank National Association’s Latham Group SWIM Stock Holding History

KeyBank National Association’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 		$26.5M Buy
4,092,908
+7
+0% +$39 0.09% 160
2026
Q1 		$22M Hold
4,092,901
– – 0.08% 169
2025
Q4 		$26M Hold
4,092,901
– – 0.09% 158
2025
Q3 		$31.1M Hold
4,092,901
– – 0.11% 138
2025
Q2 		$26.1M Hold
4,092,901
– – 0.1% 154
2025
Q1 		$26.3M Hold
4,092,901
– – 0.11% 150
2024
Q4 		$28.5M Hold
4,092,901
– – 0.11% 146
2024
Q3 		$27.8M Buy
+4,092,901
New +$19.9M 0.11% 151

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

KeyBank National Association's SWIM Position: Q2 2026 in Review

KeyBank National Association increased its Latham Group (SWIM) stake by 0% in Q2 2026, buying an estimated $39 and bringing the position to 4,092,908 shares worth $26.5M. The position accounts for 0.09% of the portfolio, ranked #160.

KeyBank National Association first reported a position in SWIM in Q3 2024 and has held it in 8 quarters since. The position peaked at $31.1M in Q3 2025. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • KeyBank National Association held 4,092,908 shares of Latham Group worth $26.5M as of Q2 2026.
  • KeyBank National Association bought 7 Latham Group shares in Q2 2026, an estimated $39.
  • Latham Group made up 0.09% of KeyBank National Association's portfolio in Q2 2026, its #160 holding.
  • KeyBank National Association first reported a position in Latham Group in Q3 2024 and has held it in 8 quarters since.
  • KeyBank National Association's Latham Group position peaked at $31.1M in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.