BPI
LUV icon

BFC Planning, Inc.’s Southwest Airlines LUV Stock Holding History

BFC Planning, Inc.’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 		$309K Buy
6,000
+3
+0.1% +$126 0.01% 789
2026
Q1 		$225K Buy
5,997
+1,269
+27% +$57.3K 0.01% 835
2025
Q4 		$195K Sell
4,728
-827
-15% -$28.9K 0.01% 877
2025
Q3 		$177K Buy
5,555
+80
+1% +$2.62K 0.01% 716
2025
Q2 		$178K Buy
5,475
+2,515
+85% +$75.8K 0.01% 676
2025
Q1 		$99.4K Sell
2,960
-185
-6% -$5.86K 0.01% 873
2024
Q4 		$106K Buy
+3,145
New +$100K 0.01% 849

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Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Elliott Investment Management
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BFC Planning, Inc.'s LUV Position: Q2 2026 in Review

BFC Planning, Inc. increased its Southwest Airlines (LUV) stake by 0.05% in Q2 2026, buying an estimated $126 and bringing the position to 6,000 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #789.

BFC Planning, Inc. first reported a position in LUV in Q4 2024 and has held it in 7 quarters since. 938 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • BFC Planning, Inc. held 6,000 shares of Southwest Airlines worth $309K as of Q2 2026.
  • BFC Planning, Inc. bought 3 Southwest Airlines shares in Q2 2026, an estimated $126.
  • Southwest Airlines made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #789 holding.
  • BFC Planning, Inc. first reported a position in Southwest Airlines in Q4 2024 and has held it in 7 quarters since.
  • 938 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.