Elevation Wealth Partners
L icon

Elevation Wealth Partners’s Loews L Stock Holding History

Elevation Wealth Partners’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
Q3 		$44.1K Buy
422
+300
+246% +$33.6K 0.01% 431
2026
Q2 		$13.8K Buy
122
+117
+2,340% +$12.7K ﹤0.01% 708
2026
Q1 		$534 Hold
5
– – ﹤0.01% 1039
2025
Q4 		$527 Hold
5
– – ﹤0.01% 905
2025
Q3 		$502 Buy
+5
New +$473 ﹤0.01% 812

Other funds holding L

Allspring Global Investments
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Elevation Wealth Partners's L Position: Q3 2026 in Review

Elevation Wealth Partners increased its Loews (L) stake by 246% in Q3 2026, buying an estimated $33.6K and bringing the position to 422 shares worth $44.1K. The position accounts for 0.01% of the portfolio, ranked #431.

Elevation Wealth Partners first reported a position in L in Q3 2025 and has held it in 5 quarters since. 348 funds tracked by Wall St. Rank hold L as of Q3 2026.

  • Elevation Wealth Partners held 422 shares of Loews worth $44.1K as of Q3 2026.
  • Elevation Wealth Partners bought 300 Loews shares in Q3 2026, an estimated $33.6K.
  • Loews made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #431 holding.
  • Elevation Wealth Partners first reported a position in Loews in Q3 2025 and has held it in 5 quarters since.
  • 348 funds tracked by Wall St. Rank held Loews as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.