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Alpine Bank Wealth Management’s Southwest Gas SWX Stock Holding History

Alpine Bank Wealth Management’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 		$11.6K Buy
+131
New +$11.7K ﹤0.01% 373
2025
Q4 		– Sell
-131
Closed -$10.3K – 373
2025
Q3 		$10.3K Hold
131
– – ﹤0.01% 381
2025
Q2 		$9.74K Hold
131
– – ﹤0.01% 380
2025
Q1 		$9.41K Buy
+131
New +$9.7K ﹤0.01% 381
2024
Q3 		$9.66K Buy
+131
New +$9.46K ﹤0.01% 394

Other funds holding SWX

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Alpine Bank Wealth Management's SWX Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in Southwest Gas (SWX) in Q2 2026: 131 shares worth $11.6K. The stake represents ﹤0.01% of the portfolio and ranks #373 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in SWX as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in SWX in Q3 2024 and has held it in 5 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Alpine Bank Wealth Management held 131 shares of Southwest Gas worth $11.6K as of Q2 2026.
  • Southwest Gas was a new Alpine Bank Wealth Management position in Q2 2026.
  • Southwest Gas made up ﹤0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #373 holding.
  • Alpine Bank Wealth Management first reported a position in Southwest Gas in Q3 2024 and has held it in 5 quarters since.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.