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Beacon Pointe Advisors’s Loews L Stock Holding History

Beacon Pointe Advisors’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.78M Buy
16,703
+958
+6% +$103K 0.01% 773
2025
Q4 		$1.66M Buy
15,745
+2,075
+15% +$214K 0.01% 668
2025
Q3 		$1.37M Sell
13,670
-23
-0.2% -$2.17K 0.01% 646
2025
Q2 		$1.26M Buy
13,693
+8,121
+146% +$713K 0.01% 598
2025
Q1 		$512K Sell
5,572
-2,391
-30% -$205K 0.01% 840
2024
Q4 		$674K Buy
7,963
+2,232
+39% +$184K 0.01% 735
2024
Q3 		$453K Sell
5,731
-17,740
-76% -$1.39M 0.01% 884
2024
Q2 		$1.75M Sell
23,471
-1,842
-7% -$140K 0.02% 502
2024
Q1 		$1.98M Sell
25,313
-1,832
-7% -$135K 0.02% 495
2023
Q4 		$1.89M Sell
27,145
-337
-1% -$22.4K 0.02% 499
2023
Q3 		$1.74M Buy
27,482
+2,018
+8% +$126K 0.02% 489
2023
Q2 		$1.51M Sell
25,464
-444
-2% -$25.7K 0.02% 429
2023
Q1 		$1.5M Sell
25,908
-3,377
-12% -$200K 0.03% 455
2022
Q4 		$1.71M Buy
+29,285
New +$1.63M 0.03% 390
2022
Q3 		– Sell
-4,844
Closed -$288K – 1036
2022
Q2 		$288K Sell
4,844
-50,090
-91% -$3.15M 0.01% 838
2022
Q1 		$3.56M Buy
54,934
+41,499
+309% +$2.54M 0.05% 318
2021
Q4 		$776K Buy
13,435
+8,025
+148% +$455K 0.02% 439
2021
Q3 		$292K Sell
5,410
-10,440
-66% -$567K 0.01% 718
2021
Q2 		$866K Buy
+15,850
New +$887K 0.03% 364

Other funds holding L

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Beacon Pointe Advisors's L Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Loews (L) stake by 6.1% in Q1 2026, buying an estimated $103K and bringing the position to 16,703 shares worth $1.78M. The position accounts for 0.01% of the portfolio, ranked #773.

Beacon Pointe Advisors first reported a position in L in Q2 2021 and has held it in 19 quarters since. The position peaked at $3.56M in Q1 2022. 769 funds tracked by Wall St. Rank hold L as of Q1 2026.

  • Beacon Pointe Advisors held 16,703 shares of Loews worth $1.78M as of Q1 2026.
  • Beacon Pointe Advisors bought 958 Loews shares in Q1 2026, an estimated $103K.
  • Loews made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #773 holding.
  • Beacon Pointe Advisors first reported a position in Loews in Q2 2021 and has held it in 19 quarters since.
  • Beacon Pointe Advisors's Loews position peaked at $3.56M in Q1 2022.
  • 769 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.