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
Q2 		$4.84M Buy
747,843
+225,172
+43% +$1.26M 0.24% 106
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 $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

Rice Hall James & Associates's SWIM Position: Q2 2026 in Review

Rice Hall James & Associates increased its Latham Group (SWIM) stake by 43% in Q2 2026, buying an estimated $1.26M and bringing the position to 747,843 shares worth $4.84M. The position accounts for 0.24% of the portfolio, ranked #106.

Rice Hall James & Associates first reported a position in SWIM in Q2 2025 and has held it in 5 quarters since. 134 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Rice Hall James & Associates held 747,843 shares of Latham Group worth $4.84M as of Q2 2026.
  • Rice Hall James & Associates bought 225,172 Latham Group shares in Q2 2026, an estimated $1.26M.
  • Latham Group made up 0.24% of Rice Hall James & Associates's portfolio in Q2 2026, its #106 holding.
  • Rice Hall James & Associates first reported a position in Latham Group in Q2 2025 and has held it in 5 quarters since.
  • 134 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Rice Hall James & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.