BFC Planning, Inc.’s Loews L Stock Holding History

BFC Planning, Inc.’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	$18K	Hold	159	–	–	﹤0.01%	2059
2026 Q1	$17K	Sell	159 -40,604	-100%	-$4.35M	﹤0.01%	1783
2025 Q4	$4.29M	Buy	+40,763	New	+$4.21M	0.19%	106

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 $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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 40.89% 1-Year Est. Return

BFC Planning, Inc.'s L Position: Q2 2026 in Review

BFC Planning, Inc. held its Loews (L) position steady in Q2 2026 at 159 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #2059.

BFC Planning, Inc. first reported a position in L in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.29M in Q4 2025. 791 funds tracked by Wall St. Rank hold L as of Q2 2026.

BFC Planning, Inc. held 159 shares of Loews worth $18K as of Q2 2026.
BFC Planning, Inc. left its Loews share count unchanged in Q2 2026.
Loews made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2059 holding.
BFC Planning, Inc. first reported a position in Loews in Q4 2025 and has held it in 3 quarters since.
BFC Planning, Inc.'s Loews position peaked at $4.29M in Q4 2025.
791 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.