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Transamerica Financial Advisors’s Southwest Gas SWX Stock Holding History

Transamerica Financial Advisors’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 		$3.1K Buy
35
+19
+119% +$1.7K ﹤0.01% 1222
2026
Q1 		$1.39K Buy
+16
New +$1.36K ﹤0.01% 1274

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

Transamerica Financial Advisors's SWX Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Southwest Gas (SWX) stake by 119% in Q2 2026, buying an estimated $1.7K and bringing the position to 35 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

Transamerica Financial Advisors first reported a position in SWX in Q1 2026 and has held it in 2 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Transamerica Financial Advisors held 35 shares of Southwest Gas worth $3.1K as of Q2 2026.
  • Transamerica Financial Advisors bought 19 Southwest Gas shares in Q2 2026, an estimated $1.7K.
  • Southwest Gas made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1222 holding.
  • Transamerica Financial Advisors first reported a position in Southwest Gas in Q1 2026 and has held it in 2 quarters since.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.