Three Bearings Fiduciary Advisors’s Southwest Airlines LUV Stock Holding History

Three Bearings Fiduciary Advisors’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	$1.03K	Hold	20	–	–	﹤0.01%	270
2026 Q1	$755	Hold	20	–	–	﹤0.01%	297
2025 Q4	$951	Buy	+20	New	+$699	﹤0.01%	305

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

Three Bearings Fiduciary Advisors's LUV Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Southwest Airlines (LUV) position steady in Q2 2026 at 20 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Three Bearings Fiduciary Advisors first reported a position in LUV in Q4 2025 and has held it in 3 quarters since. 503 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Three Bearings Fiduciary Advisors held 20 shares of Southwest Airlines worth $1.03K as of Q2 2026.
Three Bearings Fiduciary Advisors left its Southwest Airlines share count unchanged in Q2 2026.
Southwest Airlines made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #270 holding.
Three Bearings Fiduciary Advisors first reported a position in Southwest Airlines in Q4 2025 and has held it in 3 quarters since.
503 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.