Magnus Financial Group
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Magnus Financial Group’s Swarmer Inc SWMR Stock Holding History

Magnus Financial Group’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
Q3 		$357K Hold
20,000
– – 0.02% 300
2026
Q2 		$886K Buy
+20,000
New +$865K 0.06% 173

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Concurrent Investment Advisors
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Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Veracity Capital
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
T3 Companies
T3 Companies New York $103M AUM 54.73% 1-Year Est. Return
Pacific Capital Wealth Advisors
Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return

Magnus Financial Group's SWMR Position: Q3 2026 in Review

Magnus Financial Group held its Swarmer Inc (SWMR) position steady in Q3 2026 at 20,000 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #300.

Magnus Financial Group first reported a position in SWMR in Q2 2026 and has held it in 2 quarters since. The position peaked at $886K in Q2 2026. 43 funds tracked by Wall St. Rank hold SWMR as of Q3 2026.

  • Magnus Financial Group held 20,000 shares of Swarmer Inc worth $357K as of Q3 2026.
  • Magnus Financial Group left its Swarmer Inc share count unchanged in Q3 2026.
  • Swarmer Inc made up 0.02% of Magnus Financial Group's portfolio in Q3 2026, its #300 holding.
  • Magnus Financial Group first reported a position in Swarmer Inc in Q2 2026 and has held it in 2 quarters since.
  • Magnus Financial Group's Swarmer Inc position peaked at $886K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Swarmer Inc as of Q3 2026.

Based on Magnus Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.