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Summit Securities Group’s Latham Group SWIM Stock Holding History

Summit Securities 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 		– Sell
-5,505
Closed -$29.6K – 1363
2026
Q1 		$29.6K Buy
+5,505
New +$35.1K ﹤0.01% 462
2025
Q3 		– Sell
-3,289
Closed -$21K – 1342
2025
Q2 		$21K Buy
+3,289
New +$19.1K ﹤0.01% 717
2025
Q1 		– Sell
-4,740
Closed -$33K – 1087
2024
Q4 		$33K Buy
+4,740
New +$31.7K 0.01% 332

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

Summit Securities Group's SWIM Position: Q2 2026 in Review

Summit Securities Group sold out of Latham Group (SWIM) in Q2 2026, closing a stake of 5,505 shares — an estimated $29.6K sold.

Summit Securities Group first reported a position in SWIM in Q4 2024 and held it in 3 quarters. The position peaked at $33K in Q4 2024. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Summit Securities Group reported no remaining Latham Group position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 5,505 Latham Group shares in Q2 2026, an estimated $29.6K.
  • Summit Securities Group first reported a position in Latham Group in Q4 2024 and held it in 3 quarters.
  • Summit Securities Group's Latham Group position peaked at $33K in Q4 2024.
  • 135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.