MBL Wealth
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MBL Wealth’s Southwest Gas SWX Stock Holding History

MBL Wealth’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
Q3 		$287K Buy
+3,523
New +$314K 0.02% 485

Other funds holding SWX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

MBL Wealth's SWX Position: Q3 2026 in Review

MBL Wealth opened a new position in Southwest Gas (SWX) in Q3 2026: 3,523 shares worth $287K. The stake represents 0.02% of the portfolio and ranks #485 among its holdings.

295 funds tracked by Wall St. Rank hold SWX as of Q3 2026.

  • MBL Wealth held 3,523 shares of Southwest Gas worth $287K as of Q3 2026.
  • Southwest Gas was a new MBL Wealth position in Q3 2026.
  • Southwest Gas made up 0.02% of MBL Wealth's portfolio in Q3 2026, its #485 holding.
  • 295 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.