Rockefeller Capital Management
SWIM icon

Rockefeller Capital Management’s Latham Group SWIM Stock Holding History

Rockefeller Capital Management’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 		$324 Hold
50
– – ﹤0.01% 4632
2026
Q1 		$269 Buy
+50
New +$319 ﹤0.01% 4593
2022
Q3 		– Sell
-1,101
Closed -$7K – 4353
2022
Q2 		$7K Buy
+1,101
New +$11.7K ﹤0.01% 3322

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AAM
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KeyBank National Association
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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

Rockefeller Capital Management's SWIM Position: Q2 2026 in Review

Rockefeller Capital Management held its Latham Group (SWIM) position steady in Q2 2026 at 50 shares worth $324. The position accounts for ﹤0.01% of the portfolio, ranked #4632.

Rockefeller Capital Management first reported a position in SWIM in Q2 2022 and has held it in 3 quarters since. The position peaked at $7K in Q2 2022. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Rockefeller Capital Management held 50 shares of Latham Group worth $324 as of Q2 2026.
  • Rockefeller Capital Management left its Latham Group share count unchanged in Q2 2026.
  • Latham Group made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4632 holding.
  • Rockefeller Capital Management first reported a position in Latham Group in Q2 2022 and has held it in 3 quarters since.
  • Rockefeller Capital Management's Latham Group position peaked at $7K in Q2 2022.
  • 135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.