Foster Group
SWX icon

Foster Group’s Southwest Gas SWX Stock Holding History

Foster Group’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 		$249K Buy
3,055
+21
+0.7% +$1.87K 0.01% 271
2026
Q2 		$269K Buy
+3,034
New +$271K 0.01% 262

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Foster Group's SWX Position: Q3 2026 in Review

Foster Group increased its Southwest Gas (SWX) stake by 0.69% in Q3 2026, buying an estimated $1.87K and bringing the position to 3,055 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #271.

Foster Group first reported a position in SWX in Q2 2026 and has held it in 2 quarters since. The position peaked at $269K in Q2 2026. 31 funds tracked by Wall St. Rank hold SWX as of Q3 2026.

  • Foster Group held 3,055 shares of Southwest Gas worth $249K as of Q3 2026.
  • Foster Group bought 21 Southwest Gas shares in Q3 2026, an estimated $1.87K.
  • Southwest Gas made up 0.01% of Foster Group's portfolio in Q3 2026, its #271 holding.
  • Foster Group first reported a position in Southwest Gas in Q2 2026 and has held it in 2 quarters since.
  • Foster Group's Southwest Gas position peaked at $269K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.