Allworth Financial’s Southwest Gas SWX Stock Holding History

Allworth Financial’s Portfolio SWX Stock Details SWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$245K	Buy	2,758 +615	+29%	+$55K	﹤0.01%	1369
2026 Q1	$186K	Buy	2,143 +332	+18%	+$28.3K	﹤0.01%	1451
2025 Q4	$145K	Buy	1,811 +77	+4%	+$6.17K	﹤0.01%	1516
2025 Q3	$136K	Sell	1,734 -104	-6%	-$8.1K	﹤0.01%	1495
2025 Q2	$137K	Buy	1,838 +1,445	+368%	+$104K	﹤0.01%	1366
2025 Q1	$28.8K	Buy	393 +47	+14%	+$3.48K	﹤0.01%	1856
2024 Q4	$25K	Buy	346 +53	+18%	+$3.94K	﹤0.01%	1957
2024 Q3	$21.6K	Sell	293 -1	-0.3%	-$72	﹤0.01%	1857
2024 Q2	$21.7K	Sell	294 -2,804	-91%	-$210K	﹤0.01%	1828
2024 Q1	$236K	Buy	3,098 +27	+0.9%	+$1.75K	﹤0.01%	727
2023 Q4	$195K	Buy	3,071 +2,576	+520%	+$155K	﹤0.01%	740
2023 Q3	$29.9K	Sell	495 -7	-1%	-$447	﹤0.01%	1312
2023 Q2	$32K	Buy	502 +269	+115%	+$15.9K	﹤0.01%	1295
2023 Q1	$14.6K	Buy	233 +16	+7%	+$1.02K	﹤0.01%	1633
2022 Q4	$13.4K	Buy	217 +14	+7%	+$952	﹤0.01%	1585
2022 Q3	$14K	Buy	203 +2	+1%	+$162	﹤0.01%	1456
2022 Q2	$18K	Hold	201	–	–	﹤0.01%	1285
2022 Q1	$16K	Hold	201	–	–	﹤0.01%	1345
2021 Q4	$14K	Hold	201	–	–	﹤0.01%	1275
2021 Q3	$13K	Hold	201	–	–	﹤0.01%	1198
2021 Q2	$13K	Buy	201 +1	+0.5%	+$68	﹤0.01%	977
2021 Q1	$14K	Hold	200	–	–	﹤0.01%	891
2020 Q4	$12K	Hold	200	–	–	﹤0.01%	798
2020 Q3	$13K	Sell	200 -347	-63%	-$23.2K	﹤0.01%	657
2020 Q2	$38K	Hold	547	–	–	﹤0.01%	468
2020 Q1	$38K	Hold	547	–	–	﹤0.01%	444
2019 Q4	$42K	Hold	547	–	–	﹤0.01%	395
2019 Q3	$50K	Hold	547	–	–	﹤0.01%	326
2019 Q2	$49K	Hold	547	–	–	﹤0.01%	323
2019 Q1	$45K	Buy	547 +347	+174%	+$27.7K	﹤0.01%	329
2018 Q4	$15K	Hold	200	–	–	﹤0.01%	459
2018 Q3	$16K	Hold	200	–	–	﹤0.01%	474
2018 Q2	$15K	Hold	200	–	–	﹤0.01%	458
2018 Q1	$14K	Hold	200	–	–	﹤0.01%	434
2017 Q4	$16K	Hold	200	–	–	﹤0.01%	411
2017 Q3	$16K	Hold	200	–	–	﹤0.01%	400
2017 Q2	$15K	Hold	200	–	–	﹤0.01%	421
2017 Q1	$17K	Hold	200	–	–	﹤0.01%	391
2016 Q4	$15K	Hold	200	–	–	﹤0.01%	353
2016 Q3	$14K	Hold	200	–	–	﹤0.01%	373
2016 Q2	$16K	Hold	200	–	–	﹤0.01%	336
2016 Q1	$13K	Hold	200	–	–	﹤0.01%	361
2015 Q4	$11K	Hold	200	–	–	﹤0.01%	377
2015 Q3	$12K	Hold	200	–	–	﹤0.01%	372
2015 Q2	$11K	Hold	200	–	–	﹤0.01%	379
2015 Q1	$12K	Buy	+200	New	+$11.8K	﹤0.01%	376

Other funds holding SWX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Allworth Financial's SWX Position: Q2 2026 in Review

Allworth Financial increased its Southwest Gas (SWX) stake by 29% in Q2 2026, buying an estimated $55K and bringing the position to 2,758 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Allworth Financial first reported a position in SWX in Q1 2015 and has held it in 46 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Allworth Financial held 2,758 shares of Southwest Gas worth $245K as of Q2 2026.
Allworth Financial bought 615 Southwest Gas shares in Q2 2026, an estimated $55K.
Southwest Gas made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1369 holding.
Allworth Financial first reported a position in Southwest Gas in Q1 2015 and has held it in 46 quarters since.
411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.