Royal Bank of Canada
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Royal Bank of Canada’s Latham Group SWIM Stock Holding History

Royal Bank of Canada’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 		$32K Buy
5,954
+899
+18% +$5.73K ﹤0.01% 5695
2025
Q4 		$32K Sell
5,055
-504,799
-99% -$3.53M ﹤0.01% 5800
2025
Q3 		$3.88M Sell
509,854
-84,486
-14% -$622K ﹤0.01% 2869
2025
Q2 		$3.79M Buy
594,340
+568,660
+2,214% +$3.3M ﹤0.01% 2795
2025
Q1 		$165K Sell
25,680
-11,933
-32% -$80.3K ﹤0.01% 4844
2024
Q4 		$263K Buy
37,613
+8,605
+30% +$57.6K ﹤0.01% 4594
2024
Q3 		$197K Buy
29,008
+276
+1% +$1.34K ﹤0.01% 4832
2024
Q2 		$88K Buy
28,732
+26,598
+1,246% +$92.7K ﹤0.01% 5345
2024
Q1 		$8K Sell
2,134
-50,324
-96% -$143K ﹤0.01% 6294
2023
Q4 		$138K Sell
52,458
-9,265
-15% -$22.9K ﹤0.01% 5400
2023
Q3 		$172K Buy
61,723
+310
+0.5% +$1.12K ﹤0.01% 4943
2023
Q2 		$228K Sell
61,413
-13,002
-17% -$39.7K ﹤0.01% 4622
2023
Q1 		$213K Buy
74,415
+29,551
+66% +$104K ﹤0.01% 4571
2022
Q4 		$144K Buy
44,864
+4,038
+10% +$14.6K ﹤0.01% 5171
2022
Q3 		$147K Sell
40,826
-287
-0.7% -$1.64K ﹤0.01% 5021
2022
Q2 		$285K Buy
41,113
+16,260
+65% +$173K ﹤0.01% 4511
2022
Q1 		$329K Buy
24,853
+16,167
+186% +$269K ﹤0.01% 4642
2021
Q4 		$217K Buy
8,686
+4,975
+134% +$98.6K ﹤0.01% 5260
2021
Q3 		$61K Buy
3,711
+1,291
+53% +$30.1K ﹤0.01% 6043
2021
Q2 		$77K Buy
+2,420
New +$70.7K ﹤0.01% 5760

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 $27.4B AUM 24.17% 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 $5.7T 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