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Silver Grove Financial Group’s Latham Group SWIM Stock Holding History

Silver Grove Financial Group’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 		$1.94K Hold
300
– – ﹤0.01% 1620
2026
Q1 		$1.61K Buy
+300
New +$1.91K ﹤0.01% 427

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

Silver Grove Financial Group's SWIM Position: Q2 2026 in Review

Silver Grove Financial Group held its Latham Group (SWIM) position steady in Q2 2026 at 300 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1620.

Silver Grove Financial Group first reported a position in SWIM in Q1 2026 and has held it in 2 quarters since. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Silver Grove Financial Group held 300 shares of Latham Group worth $1.94K as of Q2 2026.
  • Silver Grove Financial Group left its Latham Group share count unchanged in Q2 2026.
  • Latham Group made up ﹤0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #1620 holding.
  • Silver Grove Financial Group first reported a position in Latham Group in Q1 2026 and has held it in 2 quarters since.
  • 135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.