Thrivent Financial for Lutherans
SWIM icon

Thrivent Financial for Lutherans’s Latham Group SWIM Stock Holding History

Thrivent Financial for Lutherans’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
2025
Q2 		– Sell
-47,202
Closed -$303K – 2574
2025
Q1 		$303K Sell
47,202
-61,675
-57% -$415K ﹤0.01% 2229
2024
Q4 		$758K Buy
108,877
+15,504
+17% +$104K ﹤0.01% 2047
2024
Q3 		$635K Buy
+93,373
New +$454K ﹤0.01% 2148

Other funds holding SWIM

PCM
Pamplona Capital Management New York $361M AUM 5.25% 1-Year Est. Return
WCPI
Wynnchurch Capital Partners IV Rosemont, Illinois $44.8M AUM 11.91% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Thrivent Financial for Lutherans's SWIM Position: Q2 2025 in Review

Thrivent Financial for Lutherans sold out of Latham Group (SWIM) in Q2 2025, closing a stake of 47,202 shares — an estimated $303K sold.

Thrivent Financial for Lutherans first reported a position in SWIM in Q3 2024 and held it in 3 quarters. The position peaked at $758K in Q4 2024. 128 funds tracked by Wall St. Rank hold SWIM as of Q2 2025.

  • Thrivent Financial for Lutherans reported no remaining Latham Group position as of Q2 2025 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 47,202 Latham Group shares in Q2 2025, an estimated $303K.
  • Thrivent Financial for Lutherans first reported a position in Latham Group in Q3 2024 and held it in 3 quarters.
  • Thrivent Financial for Lutherans's Latham Group position peaked at $758K in Q4 2024.
  • 128 funds tracked by Wall St. Rank held Latham Group as of Q2 2025.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2025, filed 11 Aug 2025.