Position in SWK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,860,707
+$532,684 QoQ
Shares Held
41,019
-12.4% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#183
of 766 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in SWK Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026CIBC Bancorp USA Inc. holds $28,006,167 across 4 Tools & Accessories names. SWK ranks #2 (13.8% of the industry book) .
All Filings in SWK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,860,707 | 41,019 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,328,023 | 46,834 | Shares | Defined | 2026-05-12 | |
| 2025-09-30 | $1,174,785 | 15,805 | Shares | Defined | 2025-11-21 | |
| No filing history on record for this holder in this stock. | ||||||