Position in LUV
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$79,911
+$28,332 QoQ
Shares Held
2,127
+70.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LUV Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Mar 31, 2026Root Financial Partners, LLC holds $716,004 across 14 Airlines names. LUV ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
|
3,046 | $280,445 | |
| 2 | DAL |
Delta Air Lines, Inc.
|
3,569 | $237,267 | |
| 3 | LUV |
Southwest Airlines Co
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|
2,127 | $79,911 | |
| 4 | AAL |
American Airlines Group Inc.
|
3,816 | $40,983 | |
| 5 | CPA |
Copa Holdings, S.A.
|
174 | $19,768 | |
| 6 | RYAAY |
Ryanair Holdings PLC
|
317 | $18,322 | |
| 7 | SKYW |
Skywest Inc
|
154 | $14,141 | |
| 8 | ALK |
Alaska Air Group, Inc.
|
379 | $13,939 |
All Filings in LUV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $79,911 | 2,127 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $51,579 | 1,248 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $37,462 | 1,174 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||