COMPASS FINANCIAL MANAGEMENT LLC’s Loews L Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$1.65M	Buy	+14,608	New	+$1.58M	0.2%	130

Other funds holding L

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

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

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

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's L Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Loews (L) in Q2 2026: 14,608 shares worth $1.65M. The stake represents 0.2% of the portfolio and ranks #130 among its holdings.

556 funds tracked by Wall St. Rank hold L as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 14,608 shares of Loews worth $1.65M as of Q2 2026.
Loews was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Loews made up 0.2% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #130 holding.
556 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.