Root Financial Partners
SWX icon

Root Financial Partners’s Southwest Gas SWX Stock Holding History

Root Financial Partners’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 		$29.8K Buy
+366
New +$32.7K ﹤0.01% 1347
2026
Q2 		– Sell
-167
Closed -$14.5K – 2855
2026
Q1 		$14.5K Buy
167
+35
+27% +$2.98K ﹤0.01% 1502
2025
Q4 		$10.6K Buy
132
+19
+17% +$1.52K ﹤0.01% 1471
2025
Q3 		$8.85K Buy
+113
New +$8.8K ﹤0.01% 1498

Other funds holding SWX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
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

Root Financial Partners's SWX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Southwest Gas (SWX) in Q3 2026: 366 shares worth $29.8K. The stake represents ﹤0.01% of the portfolio and ranks #1347 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SWX as recently as Q1 2026.

Root Financial Partners first reported a position in SWX in Q3 2025 and has held it in 4 quarters since. 328 funds tracked by Wall St. Rank hold SWX as of Q3 2026.

  • Root Financial Partners held 366 shares of Southwest Gas worth $29.8K as of Q3 2026.
  • Southwest Gas was a new Root Financial Partners position in Q3 2026.
  • Southwest Gas made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1347 holding.
  • Root Financial Partners first reported a position in Southwest Gas in Q3 2025 and has held it in 4 quarters since.
  • 328 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2026.

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