Congress Wealth Management’s Loews L Stock Holding History

Congress Wealth 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
2025 Q2	$284K	Buy	+3,101	New	+$272K	﹤0.01%	1080

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Congress Wealth Management's L Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Loews (L) in Q2 2025: 3,101 shares worth $284K. The stake represents ﹤0.01% of the portfolio and ranks #1080 among its holdings.

653 funds tracked by Wall St. Rank hold L as of Q2 2025.

Congress Wealth Management held 3,101 shares of Loews worth $284K as of Q2 2025.
Loews was a new Congress Wealth Management position in Q2 2025.
Loews made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1080 holding.
653 funds tracked by Wall St. Rank held Loews as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.