Compass Financial Management’s Loews L Stock Holding History

Compass Financial Management’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

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

Compass Financial Management's L Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.