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Farther Finance Advisors’s Southwest Gas SWX Stock Holding History

Farther Finance Advisors’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 		$311K Sell
3,508
-555
-14% -$49.7K ﹤0.01% 1916
2026
Q1 		$356K Buy
4,063
+178
+5% +$15.2K ﹤0.01% 1629
2025
Q4 		$311K Sell
3,885
-173
-4% -$13.9K ﹤0.01% 1631
2025
Q3 		$318K Sell
4,058
-1,094
-21% -$85.2K ﹤0.01% 1352
2025
Q2 		$383K Buy
5,152
+4,690
+1,015% +$338K 0.01% 1047
2025
Q1 		$33.2K Buy
462
+422
+1,055% +$31.2K ﹤0.01% 2114
2024
Q4 		$2.83K Buy
40
+3
+8% +$223 ﹤0.01% 2876
2024
Q3 		$2.73K Buy
37
+2
+6% +$145 ﹤0.01% 2877
2024
Q2 		$2.42K Buy
35
+5
+17% +$374 ﹤0.01% 2713
2024
Q1 		$2.27K Sell
30
-5
-14% -$324 ﹤0.01% 2435
2023
Q4 		$2.22K Buy
+35
New +$2.1K ﹤0.01% 2393

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

Farther Finance Advisors's SWX Position: Q2 2026 in Review

Farther Finance Advisors reduced its Southwest Gas (SWX) stake by 14% in Q2 2026, selling an estimated $49.7K and leaving 3,508 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1916.

Farther Finance Advisors first reported a position in SWX in Q4 2023 and has held it in 11 quarters since. The position peaked at $383K in Q2 2025. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Farther Finance Advisors held 3,508 shares of Southwest Gas worth $311K as of Q2 2026.
  • Farther Finance Advisors sold 555 Southwest Gas shares in Q2 2026, an estimated $49.7K.
  • Southwest Gas made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1916 holding.
  • Farther Finance Advisors first reported a position in Southwest Gas in Q4 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's Southwest Gas position peaked at $383K in Q2 2025.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.