Francis Financial’s Loews L Stock Holding History

Francis Financial’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	–	Sell	-1,801	Closed	-$204K	–	142
2026 Q2	$204K	Buy	+1,801	New	+$195K	0.03%	132
2025 Q4	–	Sell	-1,802	Closed	-$354K	–	125
2025 Q3	$354K	Buy	+1,802	New	+$170K	0.06%	92

Other funds holding L

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Francis Financial's L Position: Q3 2026 in Review

Francis Financial sold out of Loews (L) in Q3 2026, closing a stake of 1,801 shares — an estimated $204K sold.

Francis Financial first reported a position in L in Q3 2025 and held it in 2 quarters. The position peaked at $354K in Q3 2025. 661 funds tracked by Wall St. Rank hold L as of Q3 2026.

Francis Financial reported no remaining Loews position as of Q3 2026 after selling out during the quarter.
Francis Financial sold 1,801 Loews shares in Q3 2026, an estimated $204K.
Francis Financial first reported a position in Loews in Q3 2025 and held it in 2 quarters.
Francis Financial's Loews position peaked at $354K in Q3 2025.
661 funds tracked by Wall St. Rank held Loews as of Q3 2026.

Based on Francis Financial's 13F filing for Q3 2026, filed 9 Nov 2026.