SageGuard Financial Group’s Southwest Airlines LUV Stock Holding History

SageGuard Financial Group’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 Q2	$1.68M	Buy	32,620 +2,003	+7%	+$84.1K	0.24%	90
2026 Q1	$1.15M	Buy	+30,617	New	+$1.38M	0.18%	90
2021 Q3	–	Sell	-9,246	Closed	-$491K	–	80
2021 Q2	$491K	Buy	9,246 +662	+8%	+$39.7K	0.22%	78
2021 Q1	$522K	Buy	8,584 +1,543	+22%	+$82.1K	0.24%	73
2020 Q4	$328K	Buy	+7,041	New	+$305K	0.16%	88

Other funds holding LUV

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

SageGuard Financial Group's LUV Position: Q2 2026 in Review

SageGuard Financial Group increased its Southwest Airlines (LUV) stake by 6.5% in Q2 2026, buying an estimated $84.1K and bringing the position to 32,620 shares worth $1.68M. The position accounts for 0.24% of the portfolio, ranked #90.

SageGuard Financial Group first reported a position in LUV in Q4 2020 and has held it in 5 quarters since. 496 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

SageGuard Financial Group held 32,620 shares of Southwest Airlines worth $1.68M as of Q2 2026.
SageGuard Financial Group bought 2,003 Southwest Airlines shares in Q2 2026, an estimated $84.1K.
Southwest Airlines made up 0.24% of SageGuard Financial Group's portfolio in Q2 2026, its #90 holding.
SageGuard Financial Group first reported a position in Southwest Airlines in Q4 2020 and has held it in 5 quarters since.
496 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.