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Perigon Wealth Management’s Latham Group SWIM Stock Holding History

Perigon Wealth Management’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 		$509K Buy
78,644
+8,911
+13% +$50.1K 0.01% 891
2026
Q1 		$374K Buy
69,733
+16,546
+31% +$105K 0.01% 939
2025
Q4 		$338K Buy
+53,187
New +$372K 0.01% 973

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Perigon Wealth Management's SWIM Position: Q2 2026 in Review

Perigon Wealth Management increased its Latham Group (SWIM) stake by 13% in Q2 2026, buying an estimated $50.1K and bringing the position to 78,644 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #891.

Perigon Wealth Management first reported a position in SWIM in Q4 2025 and has held it in 3 quarters since. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Perigon Wealth Management held 78,644 shares of Latham Group worth $509K as of Q2 2026.
  • Perigon Wealth Management bought 8,911 Latham Group shares in Q2 2026, an estimated $50.1K.
  • Latham Group made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #891 holding.
  • Perigon Wealth Management first reported a position in Latham Group in Q4 2025 and has held it in 3 quarters since.
  • 135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.