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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
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

CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Root Financial Partners's SWX Position: Q2 2026 in Review

Root Financial Partners sold out of Southwest Gas (SWX) in Q2 2026, closing a stake of 167 shares — an estimated $14.5K sold.

Root Financial Partners first reported a position in SWX in Q3 2025 and held it in 3 quarters. The position peaked at $14.5K in Q1 2026. 106 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Root Financial Partners reported no remaining Southwest Gas position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 167 Southwest Gas shares in Q2 2026, an estimated $14.5K.
  • Root Financial Partners first reported a position in Southwest Gas in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Southwest Gas position peaked at $14.5K in Q1 2026.
  • 106 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.