Jones Financial Companies
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Jones Financial Companies’s Southwest Gas SWX Stock Holding History

Jones Financial Companies’s Portfolio SWX Stock Details SWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.44M Buy
48,818
+150
+0.3% +$13.4K ﹤0.01% 1245
2026
Q1 		$4.22M Buy
48,668
+1,583
+3% +$135K ﹤0.01% 1137
2025
Q4 		$3.77M Buy
47,085
+6,549
+16% +$525K ﹤0.01% 732
2025
Q3 		$3.17M Buy
40,536
+7,111
+21% +$554K ﹤0.01% 712
2025
Q2 		$2.48M Sell
33,425
-506
-1% -$36.5K ﹤0.01% 698
2025
Q1 		$2.48M Buy
33,931
+6,122
+22% +$453K ﹤0.01% 602
2024
Q4 		$1.97M Buy
27,809
+10,500
+61% +$780K ﹤0.01% 563
2024
Q3 		$1.29M Buy
17,309
+7,455
+76% +$539K ﹤0.01% 543
2024
Q2 		$694K Buy
9,854
+5,095
+107% +$382K ﹤0.01% 488
2024
Q1 		$362K Buy
4,759
+3,388
+247% +$220K ﹤0.01% 366
2023
Q4 		$86.9K Buy
1,371
+1,127
+462% +$67.7K ﹤0.01% 416
2023
Q3 		$14.7K Buy
+244
New +$15.6K ﹤0.01% 460
2023
Q2 		– Sell
-4,541
Closed -$284K – 592
2023
Q1 		$284K Buy
+4,541
New +$289K ﹤0.01% 248
2013
Q4 		– Sell
-600
Closed -$30K – 500
2013
Q3 		$30K Buy
+600
New +$29.1K ﹤0.01% 375

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Jones Financial Companies's SWX Position: Q2 2026 in Review

Jones Financial Companies increased its Southwest Gas (SWX) stake by 0.31% in Q2 2026, buying an estimated $13.4K and bringing the position to 48,818 shares worth $4.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Jones Financial Companies first reported a position in SWX in Q3 2013 and has held it in 14 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Jones Financial Companies held 48,818 shares of Southwest Gas worth $4.44M as of Q2 2026.
  • Jones Financial Companies bought 150 Southwest Gas shares in Q2 2026, an estimated $13.4K.
  • Southwest Gas made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1245 holding.
  • Jones Financial Companies first reported a position in Southwest Gas in Q3 2013 and has held it in 14 quarters since.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.