VA
SWMR

Valmark Advisers’s Swarmer Inc SWMR Stock Holding History

Valmark Advisers’s Portfolio SWMR Stock Details SWMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$239K Buy
+5,400
New +$233K ﹤0.01% 680

Other funds holding SWMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFG
Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Valmark Advisers's SWMR Position: Q2 2026 in Review

Valmark Advisers opened a new position in Swarmer Inc (SWMR) in Q2 2026: 5,400 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #680 among its holdings.

32 funds tracked by Wall St. Rank hold SWMR as of Q2 2026.

  • Valmark Advisers held 5,400 shares of Swarmer Inc worth $239K as of Q2 2026.
  • Swarmer Inc was a new Valmark Advisers position in Q2 2026.
  • Swarmer Inc made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #680 holding.
  • 32 funds tracked by Wall St. Rank held Swarmer Inc as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.