Position in LUV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$401,435
+$108,239 QoQ
Shares Held
7,807
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#478
of 924 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in LUV Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $444,331 across 2 Airlines names. LUV ranks #1 (90.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LUV |
Southwest Airlines Co
This page
|
7,807 | $401,435 | |
| 2 | DAL |
Delta Air Lines, Inc.
|
458 | $42,896 |
All Filings in LUV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401,435 | 7,807 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $293,196 | 7,804 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $322,539 | 7,804 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $256,843 | 8,049 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $265,650 | 8,189 | Shares | Defined | 2025-08-13 | |
| 2024-12-31 | $222,497 | 6,618 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||