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SWKH — SWK HLDGS CORP · All Fund Holders
Funds holding (latest): 22 · Reported value held: $11.25M
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 213.54K | $3.67M | 0.00% | Add |
| BlackRock Inc history | Q1 2026 | 153.81K | $2.62M | 0.00% | Reduce |
| Geode Capital Management history | Q1 2026 | 72.89K | $1.24M | 0.00% | Reduce |
| Goldman Sachs Group history | Q4 2025 | 38.40K | $660.48K | 0.00% | Add |
| Morgan Stanley history | Q1 2026 | 35.68K | $606.98K | 0.00% | Reduce |
| Northern Trust Corp history | Q1 2026 | 30.02K | $510.61K | 0.00% | Hold |
| AQR Capital Management history | Q1 2026 | 25.49K | $433.59K | 0.00% | Hold |
| Renaissance Technologies history | Q1 2026 | 23.10K | $392.93K | 0.00% | Reduce |
| Millennium Management history | Q3 2025 | 25.76K | $374.85K | 0.00% | Reduce |
| BNY Mellon history | Q2 2024 | 10.13K | $172.04K | 0.00% | New |
| Citadel Advisors history | Q2 2025 | 11.10K | $163.64K | 0.00% | New |
| Charles Schwab Investment Management history | Q4 2024 | 10.19K | $161.57K | 0.00% | Hold |
| Bank of America Corp history | Q4 2025 | 4.64K | $79.77K | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q4 2025 | 3.63K | $62.45K | 0.00% | Reduce |
| Deutsche Bank AG history | Q1 2023 | 1.96K | $34.95K | 0.00% | Add |
| Wells Fargo & Co history | Q1 2026 | 1.13K | $19.25K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q4 2025 | 1.11K | $19.07K | 0.00% | Add |
| UBS Group AG history | Q1 2026 | 861 | $14.65K | 0.00% | Add |
| Lazard Asset Management history | Q2 2022 | 603 | $10.00K | 0.00% | New |
| Legal & General Investment Management America history | Q1 2026 | 315 | $5.36K | 0.00% | Hold |
| Citigroup Inc history | Q1 2026 | 139 | $2.36K | 0.00% | Add |
| PNC Financial Services history | Q1 2026 | 62 | $1.05K | 0.00% | Add |