Capital Advisors Inc’s Loews L Stock Holding History

Capital Advisors Inc’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	$681K	Buy	6,014 +14	+0.2%	+$1.52K	0.01%	197
2026 Q1	$640K	Hold	6,000	–	–	0.01%	198
2025 Q4	$632K	Hold	6,000	–	–	0.01%	196
2025 Q3	$602K	Sell	6,000 -8	-0.1%	-$756	0.01%	189
2025 Q2	$551K	Hold	6,008	–	–	0.01%	194
2025 Q1	$552K	Buy	6,008 +8	+0.1%	+$684	0.01%	188
2024 Q4	$508K	Hold	6,000	–	–	0.01%	194
2024 Q3	$474K	Hold	6,000	–	–	0.01%	203
2024 Q2	$448K	Hold	6,000	–	–	0.01%	206
2024 Q1	$470K	Hold	6,000	–	–	0.01%	200
2023 Q4	$418K	Hold	6,000	–	–	0.01%	210
2023 Q3	$380K	Hold	6,000	–	–	0.01%	190
2023 Q2	$356K	Hold	6,000	–	–	0.01%	202
2023 Q1	$348K	Hold	6,000	–	–	0.01%	201
2022 Q4	$350K	Hold	6,000	–	–	0.01%	198
2022 Q3	$318K	Hold	6,000	–	–	0.01%	192
2022 Q2	$356K	Hold	6,000	–	–	0.01%	192
2022 Q1	$389K	Hold	6,000	–	–	0.01%	186
2021 Q4	$347K	Hold	6,000	–	–	0.01%	199
2021 Q3	$324K	Hold	6,000	–	–	0.01%	189
2021 Q2	$328K	Hold	6,000	–	–	0.01%	192
2021 Q1	$308K	Hold	6,000	–	–	0.01%	191
2020 Q4	$270K	Buy	+6,000	New	+$241K	0.01%	174

Other funds holding L

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Capital Advisors Inc's L Position: Q2 2026 in Review

Capital Advisors Inc increased its Loews (L) stake by 0.23% in Q2 2026, buying an estimated $1.52K and bringing the position to 6,014 shares worth $681K. The position accounts for 0.01% of the portfolio, ranked #197.

Capital Advisors Inc first reported a position in L in Q4 2020 and has held it in 23 quarters since. 782 funds tracked by Wall St. Rank hold L as of Q2 2026.

Capital Advisors Inc held 6,014 shares of Loews worth $681K as of Q2 2026.
Capital Advisors Inc bought 14 Loews shares in Q2 2026, an estimated $1.52K.
Loews made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #197 holding.
Capital Advisors Inc first reported a position in Loews in Q4 2020 and has held it in 23 quarters since.
782 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.