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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
Q3 		$265K Sell
3,244
-264
-8% -$23.6K ﹤0.01% 2075
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

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Farther Finance Advisors's SWX Position: Q3 2026 in Review

Farther Finance Advisors reduced its Southwest Gas (SWX) stake by 7.5% in Q3 2026, selling an estimated $23.6K and leaving 3,244 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #2075.

Farther Finance Advisors first reported a position in SWX in Q4 2023 and has held it in 12 quarters since. The position peaked at $383K in Q2 2025. 9 funds tracked by Wall St. Rank hold SWX as of Q3 2026.

  • Farther Finance Advisors held 3,244 shares of Southwest Gas worth $265K as of Q3 2026.
  • Farther Finance Advisors sold 264 Southwest Gas shares in Q3 2026, an estimated $23.6K.
  • Southwest Gas made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2075 holding.
  • Farther Finance Advisors first reported a position in Southwest Gas in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Southwest Gas position peaked at $383K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.