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

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jefferies Financial Group's LUV Position: Q1 2026 in Review

Jefferies Financial Group increased its Southwest Airlines (LUV) stake by 59% in Q1 2026, buying an estimated $189K and bringing the position to 11,200 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Jefferies Financial Group first reported a position in LUV in Q4 2022 and has held it in 9 quarters since. The position peaked at $34.1M in Q4 2024. 866 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Jefferies Financial Group held 11,200 shares of Southwest Airlines worth $421K as of Q1 2026.
  • Jefferies Financial Group bought 4,178 Southwest Airlines shares in Q1 2026, an estimated $189K.
  • Southwest Airlines made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1281 holding.
  • Jefferies Financial Group first reported a position in Southwest Airlines in Q4 2022 and has held it in 9 quarters since.
  • Jefferies Financial Group's Southwest Airlines position peaked at $34.1M in Q4 2024.
  • 866 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.