Beacon Financial Group’s Southwest Airlines LUV Stock Holding History

Beacon Financial Group’s Portfolio LUV Stock Details LUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$249K	Buy	+4,834	New	+$203K	0.02%	341

Other funds holding LUV

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Beacon Financial Group's LUV Position: Q2 2026 in Review

Beacon Financial Group opened a new position in Southwest Airlines (LUV) in Q2 2026: 4,834 shares worth $249K. The stake represents 0.02% of the portfolio and ranks #341 among its holdings.

109 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Beacon Financial Group held 4,834 shares of Southwest Airlines worth $249K as of Q2 2026.
Southwest Airlines was a new Beacon Financial Group position in Q2 2026.
Southwest Airlines made up 0.02% of Beacon Financial Group's portfolio in Q2 2026, its #341 holding.
109 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.