Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)’s Southwest Airlines LUV Stock Holding History

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)’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	$360K	Buy	7,000 +4,500	+180%	+$189K	0.14%	111
2026 Q1	$93.9K	Buy	+2,500	New	+$113K	0.05%	135
2025 Q3	–	Sell	-3,500	Closed	-$114K	–	145
2025 Q2	$114K	Hold	3,500	–	–	0.06%	126
2025 Q1	$118K	Buy	3,500 +500	+17%	+$15.8K	0.07%	122
2024 Q4	$101K	Sell	3,000 -500	-14%	-$16K	0.06%	127
2024 Q3	$104K	Buy	3,500 +500	+17%	+$13.8K	0.07%	114
2024 Q2	$85.8K	Buy	3,000 +700	+30%	+$19.5K	0.06%	117
2024 Q1	$67.1K	Hold	2,300	–	–	0.05%	117
2023 Q4	$66.4K	Hold	2,300	–	–	0.06%	116
2023 Q3	$66.4K	Buy	2,300 +500	+28%	+$16.3K	0.06%	116
2023 Q2	$65.2K	Buy	+1,800	New	+$56.4K	0.06%	125

Other funds holding LUV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAM

Crake Asset Management London, United Kingdom $4.18B AUM 13.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)'s LUV Position: Q2 2026 in Review

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) increased its Southwest Airlines (LUV) stake by 180% in Q2 2026, buying an estimated $189K and bringing the position to 7,000 shares worth $360K. The position accounts for 0.14% of the portfolio, ranked #111.

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) first reported a position in LUV in Q2 2023 and has held it in 11 quarters since. 686 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) held 7,000 shares of Southwest Airlines worth $360K as of Q2 2026.
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) bought 4,500 Southwest Airlines shares in Q2 2026, an estimated $189K.
Southwest Airlines made up 0.14% of Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)'s portfolio in Q2 2026, its #111 holding.
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) first reported a position in Southwest Airlines in Q2 2023 and has held it in 11 quarters since.
686 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)'s 13F filing for Q2 2026, filed 22 Jul 2026.