Brown Financial Advisory’s Loews L Stock Holding History

Brown Financial Advisory’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 Q3	$353K	Hold	3,377	–	–	0.15%	34
2026 Q2	$382K	Hold	3,377	–	–	0.16%	36
2026 Q1	$360K	Hold	3,377	–	–	0.18%	38
2025 Q4	$356K	Hold	3,377	–	–	0.18%	42
2025 Q3	$339K	Hold	3,377	–	–	0.18%	43
2025 Q2	$310K	Hold	3,377	–	–	0.17%	45
2025 Q1	$310K	Hold	3,377	–	–	0.19%	34
2024 Q4	$286K	Hold	3,377	–	–	0.2%	27
2024 Q3	$267K	Hold	3,377	–	–	0.19%	31
2024 Q2	$252K	Hold	3,377	–	–	0.19%	30
2024 Q1	$264K	Hold	3,377	–	–	0.21%	27
2023 Q4	$235K	Hold	3,377	–	–	0.19%	30
2023 Q3	$214K	Hold	3,377	–	–	0.19%	28
2023 Q2	$201K	Buy	+3,377	New	+$195K	0.16%	30
2022 Q3	–	Sell	-3,377	Closed	-$200K	–	28
2022 Q2	$200K	Hold	3,377	–	–	0.21%	26
2022 Q1	$219K	Buy	+3,377	New	+$207K	0.18%	27

Other funds holding L

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Brown Financial Advisory's L Position: Q3 2026 in Review

Brown Financial Advisory held its Loews (L) position steady in Q3 2026 at 3,377 shares worth $353K. The position accounts for 0.15% of the portfolio, ranked #34.

Brown Financial Advisory first reported a position in L in Q1 2022 and has held it in 16 quarters since. The position peaked at $382K in Q2 2026. 428 funds tracked by Wall St. Rank hold L as of Q3 2026.

Brown Financial Advisory held 3,377 shares of Loews worth $353K as of Q3 2026.
Brown Financial Advisory left its Loews share count unchanged in Q3 2026.
Loews made up 0.15% of Brown Financial Advisory's portfolio in Q3 2026, its #34 holding.
Brown Financial Advisory first reported a position in Loews in Q1 2022 and has held it in 16 quarters since.
Brown Financial Advisory's Loews position peaked at $382K in Q2 2026.
428 funds tracked by Wall St. Rank held Loews as of Q3 2026.

Based on Brown Financial Advisory's 13F filing for Q3 2026, filed 5 Nov 2026.