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 Q3	$10.7K	Hold	131	–	–	﹤0.01%	389
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	$9.7K	Hold	131	–	–	﹤0.01%	380
2025 Q1	$9.41K	Buy	+131	New	+$9.7K	﹤0.01%	381
2024 Q3	$9.7K	Buy	+131	New	+$9.46K	﹤0.01%	394

Other funds holding SWX

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Alpine Bank Wealth Management's SWX Position: Q3 2026 in Review

Alpine Bank Wealth Management held its Southwest Gas (SWX) position steady in Q3 2026 at 131 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Alpine Bank Wealth Management first reported a position in SWX in Q3 2024 and has held it in 6 quarters since. The position peaked at $11.6K in Q2 2026. 137 funds tracked by Wall St. Rank hold SWX as of Q3 2026.

Alpine Bank Wealth Management held 131 shares of Southwest Gas worth $10.7K as of Q3 2026.
Alpine Bank Wealth Management left its Southwest Gas share count unchanged in Q3 2026.
Southwest Gas made up ﹤0.01% of Alpine Bank Wealth Management's portfolio in Q3 2026, its #389 holding.
Alpine Bank Wealth Management first reported a position in Southwest Gas in Q3 2024 and has held it in 6 quarters since.
Alpine Bank Wealth Management's Southwest Gas position peaked at $11.6K in Q2 2026.
137 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.