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Parallel Advisors’s Latham Group SWIM Stock Holding History

Parallel 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 		$1.6K Hold
247
– – ﹤0.01% 3576
2026
Q1 		$1.33K Hold
247
– – ﹤0.01% 3483
2025
Q4 		$1.57K Hold
247
– – ﹤0.01% 3199
2025
Q3 		$1.88K Hold
247
– – ﹤0.01% 3062
2025
Q2 		$1.58K Sell
247
-98
-28% -$570 ﹤0.01% 3099
2025
Q1 		$2.22K Buy
+345
New +$2.32K ﹤0.01% 2947

Other funds holding SWIM

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
B
BloombergSen Toronto, Ontario, Canada $1.34B AUM 6.47% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Parallel Advisors's SWIM Position: Q2 2026 in Review

Parallel Advisors held its Latham Group (SWIM) position steady in Q2 2026 at 247 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3576.

Parallel Advisors first reported a position in SWIM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.22K in Q1 2025. 47 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Parallel Advisors held 247 shares of Latham Group worth $1.6K as of Q2 2026.
  • Parallel Advisors left its Latham Group share count unchanged in Q2 2026.
  • Latham Group made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #3576 holding.
  • Parallel Advisors first reported a position in Latham Group in Q1 2025 and has held it in 6 quarters since.
  • Parallel Advisors's Latham Group position peaked at $2.22K in Q1 2025.
  • 47 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.