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Prospera Financial Services’s Smith & Wesson SWBI Stock Holding History

Prospera Financial Services’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
2026
Q2 		$511K Sell
33,982
-97
-0.3% -$1.46K 0.01% 1032
2026
Q1 		$488K Buy
34,079
+4
+0% +$49 0.01% 992
2025
Q4 		$336K Buy
34,075
+5
+0% +$48 0.01% 1101
2025
Q3 		$335K Buy
34,070
+5
+0% +$43 0.01% 1108
2025
Q2 		$296K Buy
34,065
+204
+0.6% +$1.93K 0.01% 1110
2025
Q1 		$316K Sell
33,861
-8,729
-20% -$89.9K 0.01% 968
2024
Q4 		$430K Buy
42,590
+55
+0.1% +$689 0.01% 797
2024
Q3 		$552K Sell
42,535
-24
-0.1% -$347 0.01% 689
2024
Q2 		$610K Buy
42,559
+61
+0.1% +$1K 0.02% 644
2024
Q1 		$738K Buy
42,498
+47
+0.1% +$678 0.02% 582
2023
Q4 		$576K Buy
+42,451
New +$584K 0.02% 612
2022
Q3 		– Sell
-275
Closed -$4K – 1503
2022
Q2 		$4K Sell
275
-356
-56% -$5.16K ﹤0.01% 1488
2022
Q1 		$10K Buy
+631
New +$10.6K ﹤0.01% 2044
2020
Q4 		– Sell
-14,038
Closed -$218K – 1466
2020
Q3 		$218K Buy
+14,038
New +$248K 0.08% 214
2014
Q1 		– Sell
-13,661
Closed -$142K – 296
2013
Q4 		$142K Sell
13,661
-6,505
-32% -$58.1K 0.05% 240
2013
Q3 		$174K Buy
+20,166
New +$174K 0.07% 219

Other funds holding SWBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Prospera Financial Services's SWBI Position: Q2 2026 in Review

Prospera Financial Services reduced its Smith & Wesson (SWBI) stake by 0.28% in Q2 2026, selling an estimated $1.46K and leaving 33,982 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #1032.

Prospera Financial Services first reported a position in SWBI in Q3 2013 and has held it in 16 quarters since. The position peaked at $738K in Q1 2024. 200 funds tracked by Wall St. Rank hold SWBI as of Q2 2026.

  • Prospera Financial Services held 33,982 shares of Smith & Wesson worth $511K as of Q2 2026.
  • Prospera Financial Services sold 97 Smith & Wesson shares in Q2 2026, an estimated $1.46K.
  • Smith & Wesson made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1032 holding.
  • Prospera Financial Services first reported a position in Smith & Wesson in Q3 2013 and has held it in 16 quarters since.
  • Prospera Financial Services's Smith & Wesson position peaked at $738K in Q1 2024.
  • 200 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.