RHJA
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Rice Hall James & Associates’s Latham Group SWIM Stock Holding History

Rice Hall James & Associates’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
Q1 		$2.81M Sell
522,671
-5,977
-1% -$38.1K 0.16% 137
2025
Q4 		$3.36M Sell
528,648
-30,942
-6% -$216K 0.18% 119
2025
Q3 		$4.26M Sell
559,590
-22,533
-4% -$166K 0.23% 99
2025
Q2 		$3.71M Buy
+582,123
New +$3.38M 0.2% 114

Other funds holding SWIM

PCM
Pamplona Capital Management New York $473M AUM 3.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

Rice Hall James & Associates's SWIM Position: Q1 2026 in Review

Rice Hall James & Associates reduced its Latham Group (SWIM) stake by 1.1% in Q1 2026, selling an estimated $38.1K and leaving 522,671 shares worth $2.81M. The position accounts for 0.16% of the portfolio, ranked #137.

Rice Hall James & Associates first reported a position in SWIM in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.26M in Q3 2025. 142 funds tracked by Wall St. Rank hold SWIM as of Q1 2026.

  • Rice Hall James & Associates held 522,671 shares of Latham Group worth $2.81M as of Q1 2026.
  • Rice Hall James & Associates sold 5,977 Latham Group shares in Q1 2026, an estimated $38.1K.
  • Latham Group made up 0.16% of Rice Hall James & Associates's portfolio in Q1 2026, its #137 holding.
  • Rice Hall James & Associates first reported a position in Latham Group in Q2 2025 and has held it in 4 quarters since.
  • Rice Hall James & Associates's Latham Group position peaked at $4.26M in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Latham Group as of Q1 2026.

Based on Rice Hall James & Associates's 13F filing for Q1 2026, filed 15 May 2026.