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Principal Securities’s Smith & Wesson SWBI Stock Holding History

Principal Securities’s Portfolio SWBI Stock Details SWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-138
Closed -$1.36K – 3263
2025
Q3 		$1.36K Sell
138
-63
-31% -$538 ﹤0.01% 3326
2025
Q2 		$1.75K Sell
201
-437
-68% -$4.14K ﹤0.01% 3186
2025
Q1 		$6.45K Hold
638
– – ﹤0.01% 2688
2024
Q4 		$6.45K Hold
638
– – ﹤0.01% 2685
2024
Q3 		$8.28K Buy
638
+288
+82% +$4.16K ﹤0.01% 2517
2024
Q2 		$5.02K Buy
350
+200
+133% +$3.28K ﹤0.01% 2641
2024
Q1 		$2.6K Hold
150
– – ﹤0.01% 2799
2023
Q4 		$2.03K Buy
+150
New +$2.06K ﹤0.01% 2806

Other funds holding SWBI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return