PL
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Plancorp LLC’s Latham Group SWIM Stock Holding History

Plancorp LLC’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 		$129K Buy
+21,814
New +$123K ﹤0.01% 418

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

Plancorp LLC's SWIM Position: Q2 2026 in Review

Plancorp LLC opened a new position in Latham Group (SWIM) in Q2 2026: 21,814 shares worth $129K. The stake represents ﹤0.01% of the portfolio and ranks #418 among its holdings.

135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Plancorp LLC held 21,814 shares of Latham Group worth $129K as of Q2 2026.
  • Latham Group was a new Plancorp LLC position in Q2 2026.
  • Latham Group made up ﹤0.01% of Plancorp LLC's portfolio in Q2 2026, its #418 holding.
  • 135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.