LPL Financial’s Swarmer Inc SWMR Stock Holding History

LPL Financial’s Portfolio SWMR Stock Details SWMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.23M	Buy	+50,217	New	+$2.17M	﹤0.01%	3634

Other funds holding SWMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFG

Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LPL Financial's SWMR Position: Q2 2026 in Review

LPL Financial opened a new position in Swarmer Inc (SWMR) in Q2 2026: 50,217 shares worth $2.23M. The stake represents ﹤0.01% of the portfolio and ranks #3634 among its holdings.

32 funds tracked by Wall St. Rank hold SWMR as of Q2 2026.

LPL Financial held 50,217 shares of Swarmer Inc worth $2.23M as of Q2 2026.
Swarmer Inc was a new LPL Financial position in Q2 2026.
Swarmer Inc made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3634 holding.
32 funds tracked by Wall St. Rank held Swarmer Inc as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.