J. Team Financial’s Southwest Airlines LUV Stock Holding History

J. Team Financial’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	$205K	Buy	+3,986	New	+$167K	0.2%	100

Other funds holding LUV

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

J. Team Financial's LUV Position: Q2 2026 in Review

J. Team Financial opened a new position in Southwest Airlines (LUV) in Q2 2026: 3,986 shares worth $205K. The stake represents 0.2% of the portfolio and ranks #100 among its holdings.

467 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

J. Team Financial held 3,986 shares of Southwest Airlines worth $205K as of Q2 2026.
Southwest Airlines was a new J. Team Financial position in Q2 2026.
Southwest Airlines made up 0.2% of J. Team Financial's portfolio in Q2 2026, its #100 holding.
467 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.