Jefferies Financial Group
LUV icon

Jefferies Financial Group’s Southwest Airlines LUV Stock Holding History

Jefferies 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
Q3 		$386K Buy
+9,280
New +$407K ﹤0.01% 1027
2026
Q2 		– Sell
-11,200
Closed -$421K – 1883
2026
Q1 		$421K Buy
11,200
+4,178
+59% +$189K ﹤0.01% 1281
2025
Q4 		$290K Sell
7,022
-92,312
-93% -$3.22M ﹤0.01% 1504
2025
Q3 		$3.17M Buy
99,334
+66,438
+202% +$2.17M 0.02% 489
2025
Q2 		$1.07M Buy
+32,896
New +$991K 0.01% 718
2025
Q1 		– Sell
-1,013,657
Closed -$34.1M – 1842
2024
Q4 		$34.1M Buy
1,013,657
+979,388
+2,858% +$31.2M 0.2% 85
2024
Q3 		$1.02M Sell
34,269
-176,631
-84% -$4.89M 0.01% 782
2024
Q2 		$6.03M Buy
+210,900
New +$5.88M 0.06% 241
2023
Q4 		– Sell
-9,541
Closed -$258K – 1871
2023
Q3 		$258K Buy
+9,541
New +$311K ﹤0.01% 1274
2023
Q1 		– Sell
-14,357
Closed -$483K – 1828
2022
Q4 		$483K Buy
+14,357
New +$518K ﹤0.01% 1070

Other funds holding LUV

Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jefferies Financial Group's LUV Position: Q3 2026 in Review

Jefferies Financial Group opened a new position in Southwest Airlines (LUV) in Q3 2026: 9,280 shares worth $386K. The stake represents ﹤0.01% of the portfolio and ranks #1027 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in LUV as recently as Q1 2026.

Jefferies Financial Group first reported a position in LUV in Q4 2022 and has held it in 10 quarters since. The position peaked at $34.1M in Q4 2024. 617 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

  • Jefferies Financial Group held 9,280 shares of Southwest Airlines worth $386K as of Q3 2026.
  • Southwest Airlines was a new Jefferies Financial Group position in Q3 2026.
  • Southwest Airlines made up ﹤0.01% of Jefferies Financial Group's portfolio in Q3 2026, its #1027 holding.
  • Jefferies Financial Group first reported a position in Southwest Airlines in Q4 2022 and has held it in 10 quarters since.
  • Jefferies Financial Group's Southwest Airlines position peaked at $34.1M in Q4 2024.
  • 617 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.