Parkside Financial Bank & Trust’s Latham Group SWIM Stock Holding History

Parkside Financial Bank & Trust’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	$6	Hold	1	–	–	﹤0.01%	2685
2025 Q4	$7	Hold	1	–	–	﹤0.01%	2678
2025 Q3	$8	Hold	1	–	–	﹤0.01%	2703
2025 Q2	$7	Sell	1 -74	-99%	-$430	﹤0.01%	2724
2025 Q1	$484	Buy	+75	New	+$504	﹤0.01%	2421
2024 Q1	–	Sell	-106	Closed	-$278	–	2094
2023 Q4	$278	Hold	106	–	–	﹤0.01%	1859
2023 Q3	$298	Hold	106	–	–	﹤0.01%	1970
2023 Q2	$393	Hold	106	–	–	﹤0.01%	1914
2023 Q1	$304	Buy	106 +7	+7%	+$25	﹤0.01%	1933
2022 Q4	$319	Buy	+99	New	+$357	﹤0.01%	1940

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

Parkside Financial Bank & Trust's SWIM Position: Q1 2026 in Review

Parkside Financial Bank & Trust held its Latham Group (SWIM) position steady in Q1 2026 at 1 share worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #2685.

Parkside Financial Bank & Trust first reported a position in SWIM in Q4 2022 and has held it in 10 quarters since. The position peaked at $484 in Q1 2025. 142 funds tracked by Wall St. Rank hold SWIM as of Q1 2026.

Parkside Financial Bank & Trust held 1 share of Latham Group worth $6 as of Q1 2026.
Parkside Financial Bank & Trust left its Latham Group share count unchanged in Q1 2026.
Latham Group made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #2685 holding.
Parkside Financial Bank & Trust first reported a position in Latham Group in Q4 2022 and has held it in 10 quarters since.
Parkside Financial Bank & Trust's Latham Group position peaked at $484 in Q1 2025.
142 funds tracked by Wall St. Rank held Latham Group as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.