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Silvercrest Asset Management’s Latham Group SWIM Stock Holding History

Silvercrest Asset 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
Q1 		$4.91M Buy
915,084
+104,510
+13% +$666K 0.04% 429
2025
Q4 		$5.15M Buy
810,574
+231,375
+40% +$1.62M 0.04% 429
2025
Q3 		$4.41M Sell
579,199
-16,195
-3% -$119K 0.03% 442
2025
Q2 		$3.8M Buy
+595,394
New +$3.46M 0.03% 463

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

Silvercrest Asset Management's SWIM Position: Q1 2026 in Review

Silvercrest Asset Management increased its Latham Group (SWIM) stake by 13% in Q1 2026, buying an estimated $666K and bringing the position to 915,084 shares worth $4.91M. The position accounts for 0.04% of the portfolio, ranked #429.

Silvercrest Asset Management first reported a position in SWIM in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.15M in Q4 2025. 142 funds tracked by Wall St. Rank hold SWIM as of Q1 2026.

  • Silvercrest Asset Management held 915,084 shares of Latham Group worth $4.91M as of Q1 2026.
  • Silvercrest Asset Management bought 104,510 Latham Group shares in Q1 2026, an estimated $666K.
  • Latham Group made up 0.04% of Silvercrest Asset Management's portfolio in Q1 2026, its #429 holding.
  • Silvercrest Asset Management first reported a position in Latham Group in Q2 2025 and has held it in 4 quarters since.
  • Silvercrest Asset Management's Latham Group position peaked at $5.15M in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Latham Group as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.