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Concurrent Investment Advisors’s Loews L Stock Holding History

Concurrent Investment 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 		$502K Buy
4,436
+140
+3% +$15.2K ﹤0.01% 1397
2026
Q1 		$459K Sell
4,296
-334
-7% -$35.8K 0.01% 1254
2025
Q4 		$488K Buy
+4,630
New +$478K 0.01% 1156

Other funds holding L

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Concurrent Investment Advisors's L Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Loews (L) stake by 3.3% in Q2 2026, buying an estimated $15.2K and bringing the position to 4,436 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Concurrent Investment Advisors first reported a position in L in Q4 2025 and has held it in 3 quarters since. 325 funds tracked by Wall St. Rank hold L as of Q2 2026.

  • Concurrent Investment Advisors held 4,436 shares of Loews worth $502K as of Q2 2026.
  • Concurrent Investment Advisors bought 140 Loews shares in Q2 2026, an estimated $15.2K.
  • Loews made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1397 holding.
  • Concurrent Investment Advisors first reported a position in Loews in Q4 2025 and has held it in 3 quarters since.
  • 325 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.