IAA
L icon

Independent Advisor Alliance’s Loews L Stock Holding History

Independent Advisor Alliance’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 		$346K Buy
3,060
+540
+21% +$58.5K 0.01% 787
2026
Q1 		$269K Sell
2,520
-83
-3% -$8.88K ﹤0.01% 1377
2025
Q4 		$274K Buy
2,603
+107
+4% +$11K 0.01% 828
2025
Q3 		$251K Buy
2,496
+151
+6% +$14.3K 0.01% 816
2025
Q2 		$215K Sell
2,345
-9
-0.4% -$790 0.01% 823
2025
Q1 		$216K Buy
+2,354
New +$201K 0.01% 747

Other funds holding L

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Independent Advisor Alliance's L Position: Q2 2026 in Review

Independent Advisor Alliance increased its Loews (L) stake by 21% in Q2 2026, buying an estimated $58.5K and bringing the position to 3,060 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #787.

Independent Advisor Alliance first reported a position in L in Q1 2025 and has held it in 6 quarters since. 782 funds tracked by Wall St. Rank hold L as of Q2 2026.

  • Independent Advisor Alliance held 3,060 shares of Loews worth $346K as of Q2 2026.
  • Independent Advisor Alliance bought 540 Loews shares in Q2 2026, an estimated $58.5K.
  • Loews made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #787 holding.
  • Independent Advisor Alliance first reported a position in Loews in Q1 2025 and has held it in 6 quarters since.
  • 782 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.