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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
Q2 		$1.79M Sell
15,790
-913
-5% -$98.9K 0.01% 808
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Beacon Pointe Advisors's L Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Loews (L) stake by 5.5% in Q2 2026, selling an estimated $98.9K and leaving 15,790 shares worth $1.79M. The position accounts for 0.01% of the portfolio, ranked #808.

Beacon Pointe Advisors first reported a position in L in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.56M in Q1 2022. 785 funds tracked by Wall St. Rank hold L as of Q2 2026.

  • Beacon Pointe Advisors held 15,790 shares of Loews worth $1.79M as of Q2 2026.
  • Beacon Pointe Advisors sold 913 Loews shares in Q2 2026, an estimated $98.9K.
  • Loews made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #808 holding.
  • Beacon Pointe Advisors first reported a position in Loews in Q2 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's Loews position peaked at $3.56M in Q1 2022.
  • 785 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.