Rise Advisors’s Latham Group SWIM Stock Holding History

Rise Advisors’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 Q2	–	Sell	-159	Closed	-$1.02K	–	1642
2025 Q1	$1.02K	Buy	+159	New	+$1.07K	﹤0.01%	1252

Other funds holding SWIM

PCM

Pamplona Capital Management New York $361M AUM 5.25% 1-Year Est. Return

WCPI

Wynnchurch Capital Partners IV Rosemont, Illinois $44.8M AUM 11.91% 1-Year Est. Return

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Rise Advisors's SWIM Position: Q2 2025 in Review

Rise Advisors sold out of Latham Group (SWIM) in Q2 2025, closing a stake of 159 shares — an estimated $1.02K sold.

Rise Advisors first reported a position in SWIM in Q1 2025 and held it in 1 quarter. The position peaked at $1.02K in Q1 2025. 128 funds tracked by Wall St. Rank hold SWIM as of Q2 2025.

Rise Advisors reported no remaining Latham Group position as of Q2 2025 after selling out during the quarter.
Rise Advisors sold 159 Latham Group shares in Q2 2025, an estimated $1.02K.
Rise Advisors first reported a position in Latham Group in Q1 2025 and held it in 1 quarter.
Rise Advisors's Latham Group position peaked at $1.02K in Q1 2025.
128 funds tracked by Wall St. Rank held Latham Group as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.