RFG Advisory’s Southwest Gas SWX Stock Holding History

RFG Advisory’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	–	Sell	-3,213	Closed	-$279K	–	1185
2026 Q1	$279K	Buy	+3,213	New	+$274K	0.01%	913

Other funds holding SWX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

RFG Advisory's SWX Position: Q2 2026 in Review

RFG Advisory sold out of Southwest Gas (SWX) in Q2 2026, closing a stake of 3,213 shares — an estimated $279K sold.

RFG Advisory first reported a position in SWX in Q1 2026 and held it in 1 quarter. The position peaked at $279K in Q1 2026. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

RFG Advisory reported no remaining Southwest Gas position as of Q2 2026 after selling out during the quarter.
RFG Advisory sold 3,213 Southwest Gas shares in Q2 2026, an estimated $279K.
RFG Advisory first reported a position in Southwest Gas in Q1 2026 and held it in 1 quarter.
RFG Advisory's Southwest Gas position peaked at $279K in Q1 2026.
411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.