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Rossby Financial’s Southwest Gas SWX Stock Holding History

Rossby Financial’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 		$266 Hold
3
– – ﹤0.01% 2094
2026
Q1 		$263 Sell
3
-4
-57% -$341 ﹤0.01% 2174
2025
Q4 		$560 Buy
+7
New +$561 ﹤0.01% 1624

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Rossby Financial's SWX Position: Q2 2026 in Review

Rossby Financial held its Southwest Gas (SWX) position steady in Q2 2026 at 3 shares worth $266. The position accounts for ﹤0.01% of the portfolio, ranked #2094.

Rossby Financial first reported a position in SWX in Q4 2025 and has held it in 3 quarters since. The position peaked at $560 in Q4 2025. 412 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Rossby Financial held 3 shares of Southwest Gas worth $266 as of Q2 2026.
  • Rossby Financial left its Southwest Gas share count unchanged in Q2 2026.
  • Southwest Gas made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #2094 holding.
  • Rossby Financial first reported a position in Southwest Gas in Q4 2025 and has held it in 3 quarters since.
  • Rossby Financial's Southwest Gas position peaked at $560 in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.