Root Financial Partners
LUV icon

Root Financial Partners’s Southwest Airlines LUV Stock Holding History

Root Financial Partners’s Portfolio LUV Stock Details LUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$112K Buy
+2,701
New +$118K ﹤0.01% 679
2026
Q2 		– Sell
-2,127
Closed -$79.9K – 1996
2026
Q1 		$79.9K Buy
2,127
+879
+70% +$39.7K ﹤0.01% 662
2025
Q4 		$51.6K Buy
1,248
+74
+6% +$2.58K ﹤0.01% 698
2025
Q3 		$37.5K Buy
+1,174
New +$38.4K ﹤0.01% 789

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Invesco
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JP Morgan Chase
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Root Financial Partners's LUV Position: Q3 2026 in Review

Root Financial Partners opened a new position in Southwest Airlines (LUV) in Q3 2026: 2,701 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #679 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LUV as recently as Q1 2026.

Root Financial Partners first reported a position in LUV in Q3 2025 and has held it in 4 quarters since. 617 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

  • Root Financial Partners held 2,701 shares of Southwest Airlines worth $112K as of Q3 2026.
  • Southwest Airlines was a new Root Financial Partners position in Q3 2026.
  • Southwest Airlines made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #679 holding.
  • Root Financial Partners first reported a position in Southwest Airlines in Q3 2025 and has held it in 4 quarters since.
  • 617 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.