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Stifel Financial’s
Smith & Wesson
SWBI
Stock Holding History
Stifel Financial’s Portfolio
SWBI Stock Details
SWBI Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$228K
Sell
15,895
-2,494
-14%
-$30.3K
﹤0.01%
3347
2025
Q4
$181K
Buy
18,389
+15
+0.1%
+$145
﹤0.01%
3402
2025
Q3
$181K
Buy
+18,374
New
+$157K
﹤0.01%
3370
2017
Q4
–
Sell
-205,653
Closed
-$2.5M
–
2723
2017
Q3
$2.5M
Buy
205,653
+13,434
+7%
+$189K
0.01%
1018
2017
Q2
$3.36M
Buy
192,219
+9,408
+5%
+$162K
0.01%
872
2017
Q1
$2.92M
Buy
182,811
+3,896
+2%
+$59.4K
0.01%
923
2016
Q4
$3.02M
Buy
+178,915
New
+$3.3M
0.01%
861
Other funds holding SWBI
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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