Raymond James Financial
SWIM icon

Raymond James Financial’s Latham Group SWIM Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-4,471
Closed -$28.5K – 6573
2025
Q2 		$28.5K Buy
+4,471
New +$26K ﹤0.01% 5442

Other funds holding SWIM

PCM
Pamplona Capital Management New York $473M AUM 3.78% 1-Year Est. Return
WCPI
Wynnchurch Capital Partners IV Rosemont, Illinois $44.8M AUM 11.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Raymond James Financial's SWIM Position: Q3 2025 in Review

Raymond James Financial sold out of Latham Group (SWIM) in Q3 2025, closing a stake of 4,471 shares — an estimated $28.5K sold.

Raymond James Financial first reported a position in SWIM in Q2 2025 and held it in 1 quarter. The position peaked at $28.5K in Q2 2025. 139 funds tracked by Wall St. Rank hold SWIM as of Q3 2025.

  • Raymond James Financial reported no remaining Latham Group position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 4,471 Latham Group shares in Q3 2025, an estimated $28.5K.
  • Raymond James Financial first reported a position in Latham Group in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Latham Group position peaked at $28.5K in Q2 2025.
  • 139 funds tracked by Wall St. Rank held Latham Group as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.