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SWIM icon

SBI Securities’s Latham Group SWIM Stock Holding History

SBI Securities’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 		$242 Sell
45
-3
-6% -$19 ﹤0.01% 3150
2025
Q4 		$305 Buy
48
+3
+7% +$21 ﹤0.01% 3063
2025
Q3 		$342 Sell
45
-25
-36% -$184 ﹤0.01% 3130
2025
Q2 		$447 Buy
70
+37
+112% +$215 ﹤0.01% 3011
2025
Q1 		$212 Buy
+33
New +$222 ﹤0.01% 3209

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 $5.72T 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

SBI Securities's SWIM Position: Q1 2026 in Review

SBI Securities reduced its Latham Group (SWIM) stake by 6.3% in Q1 2026, selling an estimated $19 and leaving 45 shares worth $242. The position accounts for ﹤0.01% of the portfolio, ranked #3150.

SBI Securities first reported a position in SWIM in Q1 2025 and has held it in 5 quarters since. The position peaked at $447 in Q2 2025. 142 funds tracked by Wall St. Rank hold SWIM as of Q1 2026.

  • SBI Securities held 45 shares of Latham Group worth $242 as of Q1 2026.
  • SBI Securities sold 3 Latham Group shares in Q1 2026, an estimated $19.
  • Latham Group made up ﹤0.01% of SBI Securities's portfolio in Q1 2026, its #3150 holding.
  • SBI Securities first reported a position in Latham Group in Q1 2025 and has held it in 5 quarters since.
  • SBI Securities's Latham Group position peaked at $447 in Q2 2025.
  • 142 funds tracked by Wall St. Rank held Latham Group as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.