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Voya Financial Advisors’s Latham Group SWIM Stock Holding History

Voya Financial Advisors’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
Q1 		– Sell
-16,258
Closed -$111K – 235
2024
Q4 		$111K Buy
16,258
+2,983
+22% +$20K 0.01% 218
2024
Q3 		$89.5K Buy
+13,275
New +$64.6K 0.01% 230
2022
Q4 		– Sell
-10,097
Closed -$38K – 248
2022
Q3 		$38K Sell
10,097
-248
-2% -$1.42K ﹤0.01% 234
2022
Q2 		$77K Buy
+10,345
New +$110K 0.01% 245

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Voya Financial Advisors's SWIM Position: Q1 2025 in Review

Voya Financial Advisors sold out of Latham Group (SWIM) in Q1 2025, closing a stake of 16,258 shares — an estimated $111K sold.

Voya Financial Advisors first reported a position in SWIM in Q2 2022 and held it in 4 quarters. The position peaked at $111K in Q4 2024. 131 funds tracked by Wall St. Rank hold SWIM as of Q1 2025.

  • Voya Financial Advisors reported no remaining Latham Group position as of Q1 2025 after selling out during the quarter.
  • Voya Financial Advisors sold 16,258 Latham Group shares in Q1 2025, an estimated $111K.
  • Voya Financial Advisors first reported a position in Latham Group in Q2 2022 and held it in 4 quarters.
  • Voya Financial Advisors's Latham Group position peaked at $111K in Q4 2024.
  • 131 funds tracked by Wall St. Rank held Latham Group as of Q1 2025.

Based on Voya Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.