JFG
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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
2025
Q4 		– Sell
-2,700
Closed -$86.2K – 1974
2025
Q3 		$86.2K Buy
+2,700
New +$88.3K ﹤0.01% 1353

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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 $3.38T AUM 44.17% 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

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

Jefferies Financial Group sold out of Southwest Airlines (LUV) in Q2 2026, closing a stake of 11,200 shares — an estimated $421K sold.

Jefferies Financial Group first reported a position in LUV in Q4 2022 and held it in 9 quarters. The position peaked at $34.1M in Q4 2024. 932 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Jefferies Financial Group reported no remaining Southwest Airlines position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 11,200 Southwest Airlines shares in Q2 2026, an estimated $421K.
  • Jefferies Financial Group first reported a position in Southwest Airlines in Q4 2022 and held it in 9 quarters.
  • Jefferies Financial Group's Southwest Airlines position peaked at $34.1M in Q4 2024.
  • 932 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.