Wells Fargo
SWIM icon

Wells Fargo’s Latham Group SWIM Stock Holding History

Wells Fargo’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
Q1 		$97.8K Sell
18,211
-31,093
-63% -$198K ﹤0.01% 5115
2025
Q4 		$313K Buy
49,304
+20,875
+73% +$146K ﹤0.01% 4808
2025
Q3 		$216K Buy
28,429
+4,528
+19% +$33.3K ﹤0.01% 4893
2025
Q2 		$152K Sell
23,901
-418
-2% -$2.43K ﹤0.01% 4930
2025
Q1 		$156K Buy
24,319
+536
+2% +$3.6K ﹤0.01% 4853
2024
Q4 		$166K Buy
23,783
+4,931
+26% +$33K ﹤0.01% 4902
2024
Q3 		$128K Buy
18,852
+554
+3% +$2.7K ﹤0.01% 4874
2024
Q2 		$55.4K Buy
18,298
+3,965
+28% +$13.8K ﹤0.01% 5257
2024
Q1 		$56.8K Sell
14,333
-293,013
-95% -$835K ﹤0.01% 5206
2023
Q4 		$808K Sell
307,346
-246,189
-44% -$609K ﹤0.01% 3572
2023
Q3 		$1.55M Sell
553,535
-20,262
-4% -$73.3K ﹤0.01% 2995
2023
Q2 		$2.13M Sell
573,797
-4,734
-0.8% -$14.5K ﹤0.01% 2862
2023
Q1 		$1.65M Buy
578,531
+58,245
+11% +$205K ﹤0.01% 3025
2022
Q4 		$1.68M Sell
520,286
-89,518
-15% -$323K ﹤0.01% 2912
2022
Q3 		$2.19M Sell
609,804
-540,643
-47% -$3.09M ﹤0.01% 2660
2022
Q2 		$7.97M Buy
1,150,447
+243,667
+27% +$2.59M ﹤0.01% 1734
2022
Q1 		$12M Buy
906,780
+595,811
+192% +$9.91M ﹤0.01% 1688
2021
Q4 		$7.78M Sell
310,969
-4,926
-2% -$97.6K ﹤0.01% 2091
2021
Q3 		$5.18M Buy
315,895
+130,340
+70% +$3.04M ﹤0.01% 2795
2021
Q2 		$5.93M Buy
+185,555
New +$5.42M ﹤0.01% 2712

Other funds holding SWIM

PCM
Pamplona Capital Management New York $473M AUM 3.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return