PAX Financial Group’s Southwest Gas SWX Stock Holding History

PAX 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
2025 Q3	–	Sell	-3,388	Closed	-$252K	–	242
2025 Q2	$252K	Buy	+3,388	New	+$244K	0.05%	206

Other funds holding SWX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

PAX Financial Group's SWX Position: Q3 2025 in Review

PAX Financial Group sold out of Southwest Gas (SWX) in Q3 2025, closing a stake of 3,388 shares — an estimated $252K sold.

PAX Financial Group first reported a position in SWX in Q2 2025 and held it in 1 quarter. The position peaked at $252K in Q2 2025. 334 funds tracked by Wall St. Rank hold SWX as of Q3 2025.

PAX Financial Group reported no remaining Southwest Gas position as of Q3 2025 after selling out during the quarter.
PAX Financial Group sold 3,388 Southwest Gas shares in Q3 2025, an estimated $252K.
PAX Financial Group first reported a position in Southwest Gas in Q2 2025 and held it in 1 quarter.
PAX Financial Group's Southwest Gas position peaked at $252K in Q2 2025.
334 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2025.

Based on PAX Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.