Perigon Wealth Management
SWIM icon

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
Q3 		$500K Buy
80,304
+1,660
+2% +$10.7K 0.01% 902
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

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
AdviceOne Advisory Services
AdviceOne Advisory Services Glastonbury, Connecticut $168M AUM 9.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
ELCO Management
ELCO Management New York $213M AUM 25.22% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Perigon Wealth Management's SWIM Position: Q3 2026 in Review

Perigon Wealth Management increased its Latham Group (SWIM) stake by 2.1% in Q3 2026, buying an estimated $10.7K and bringing the position to 80,304 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #902.

Perigon Wealth Management first reported a position in SWIM in Q4 2025 and has held it in 4 quarters since. The position peaked at $509K in Q2 2026. 17 funds tracked by Wall St. Rank hold SWIM as of Q3 2026.

  • Perigon Wealth Management held 80,304 shares of Latham Group worth $500K as of Q3 2026.
  • Perigon Wealth Management bought 1,660 Latham Group shares in Q3 2026, an estimated $10.7K.
  • Latham Group made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #902 holding.
  • Perigon Wealth Management first reported a position in Latham Group in Q4 2025 and has held it in 4 quarters since.
  • Perigon Wealth Management's Latham Group position peaked at $509K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Latham Group as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.