Merit Financial Group’s Southwest Gas SWX Stock Holding History

Merit Financial Group’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	$267K	Buy	3,015 +645	+27%	+$57.7K	﹤0.01%	1888
2026 Q1	$206K	Buy	+2,370	New	+$202K	﹤0.01%	1907

Other funds holding SWX

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Merit Financial Group's SWX Position: Q2 2026 in Review

Merit Financial Group increased its Southwest Gas (SWX) stake by 27% in Q2 2026, buying an estimated $57.7K and bringing the position to 3,015 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1888.

Merit Financial Group first reported a position in SWX in Q1 2026 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Merit Financial Group held 3,015 shares of Southwest Gas worth $267K as of Q2 2026.
Merit Financial Group bought 645 Southwest Gas shares in Q2 2026, an estimated $57.7K.
Southwest Gas made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1888 holding.
Merit Financial Group first reported a position in Southwest Gas in Q1 2026 and has held it in 2 quarters since.
55 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

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