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Independent Financial Group’s Southwest Airlines LUV Stock Holding History

Independent Financial Group’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 		$687K Sell
13,368
-1,192
-8% -$50.1K 0.01% 844
2026
Q1 		$547K Buy
14,560
+85
+0.6% +$3.84K 0.01% 890
2025
Q4 		$598K Buy
14,475
+1,949
+16% +$68.1K 0.01% 813
2025
Q3 		$400K Buy
12,526
+372
+3% +$12.2K 0.01% 946
2025
Q2 		$394K Sell
12,154
-566
-4% -$17K 0.01% 889
2025
Q1 		$427K Buy
12,720
+617
+5% +$19.5K 0.01% 772
2024
Q4 		$407K Buy
12,103
+200
+2% +$6.38K 0.01% 773
2024
Q3 		$353K Sell
11,903
-1,932
-14% -$53.5K 0.01% 808
2024
Q2 		$396K Buy
13,835
+1,948
+16% +$54.3K 0.02% 703
2024
Q1 		$347K Buy
11,887
+116
+1% +$3.59K 0.02% 723
2023
Q4 		$340K Sell
11,771
-2,075
-15% -$54K 0.02% 672
2023
Q3 		$375K Sell
13,846
-1,316
-9% -$42.9K 0.02% 578
2023
Q2 		$549K Sell
15,162
-2,997
-17% -$94K 0.04% 463
2023
Q1 		$591K Sell
18,159
-8,245
-31% -$280K 0.05% 411
2022
Q4 		$889K Sell
26,404
-10,392
-28% -$375K 0.08% 264
2022
Q3 		$1.13M Buy
36,796
+2,644
+8% +$99K 0.1% 197
2022
Q2 		$1.23M Sell
34,152
-1,179
-3% -$50.7K 0.13% 178
2022
Q1 		$1.62M Buy
35,331
+4,681
+15% +$206K 0.13% 159
2021
Q4 		$1.31M Buy
30,650
+9,819
+47% +$461K 0.11% 192
2021
Q3 		$1.07M Buy
20,831
+4,375
+27% +$221K 0.11% 199
2021
Q2 		$874K Buy
16,456
+5,507
+50% +$330K 0.09% 247
2021
Q1 		$669K Buy
10,949
+1,850
+20% +$98.4K 0.09% 253
2020
Q4 		$424K Sell
9,099
-4,150
-31% -$180K 0.06% 340
2020
Q3 		$497K Buy
13,249
+5,369
+68% +$191K 0.09% 236
2020
Q2 		$269K Buy
+7,880
New +$250K 0.06% 339

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $3.37T AUM 44.26% 1-Year Est. Return
EIM
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 $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Independent Financial Group's LUV Position: Q2 2026 in Review

Independent Financial Group reduced its Southwest Airlines (LUV) stake by 8.2% in Q2 2026, selling an estimated $50.1K and leaving 13,368 shares worth $687K. The position accounts for 0.01% of the portfolio, ranked #844.

Independent Financial Group first reported a position in LUV in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.62M in Q1 2022. 926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Independent Financial Group held 13,368 shares of Southwest Airlines worth $687K as of Q2 2026.
  • Independent Financial Group sold 1,192 Southwest Airlines shares in Q2 2026, an estimated $50.1K.
  • Southwest Airlines made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #844 holding.
  • Independent Financial Group first reported a position in Southwest Airlines in Q2 2020 and has held it in 25 quarters since.
  • Independent Financial Group's Southwest Airlines position peaked at $1.62M in Q1 2022.
  • 926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.