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
Q2 		$281K Buy
43,384
+25,173
+138% +$141K ﹤0.01% 4981
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 $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

Wells Fargo's SWIM Position: Q2 2026 in Review

Wells Fargo increased its Latham Group (SWIM) stake by 138% in Q2 2026, buying an estimated $141K and bringing the position to 43,384 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #4981.

Wells Fargo first reported a position in SWIM in Q2 2021 and has held it in 21 quarters since. The position peaked at $12M in Q1 2022. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Wells Fargo held 43,384 shares of Latham Group worth $281K as of Q2 2026.
  • Wells Fargo bought 25,173 Latham Group shares in Q2 2026, an estimated $141K.
  • Latham Group made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #4981 holding.
  • Wells Fargo first reported a position in Latham Group in Q2 2021 and has held it in 21 quarters since.
  • Wells Fargo's Latham Group position peaked at $12M in Q1 2022.
  • 135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.