Jones Financial Companies’s Loews L Stock Holding History

Jones Financial Companies’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	$1.5M	Buy	13,285 +1,620	+14%	+$176K	﹤0.01%	1692
2026 Q1	$1.21M	Buy	11,665 +10,173	+682%	+$1.09M	﹤0.01%	1639
2025 Q4	$157K	Sell	1,492 -118	-7%	-$12.2K	﹤0.01%	2020
2025 Q3	$161K	Sell	1,610 -222	-12%	-$21K	﹤0.01%	1872
2025 Q2	$166K	Buy	1,832 +1,156	+171%	+$101K	﹤0.01%	1731
2025 Q1	$61.2K	Buy	676 +658	+3,656%	+$56.3K	﹤0.01%	1981
2024 Q4	$1.52K	Buy	+18	New	+$1.48K	﹤0.01%	3063
2022 Q1	–	Sell	-62	Closed	-$4K	–	776
2021 Q4	$4K	Hold	62	–	–	﹤0.01%	666
2021 Q3	$3K	Hold	62	–	–	﹤0.01%	606
2021 Q2	$3K	Hold	62	–	–	﹤0.01%	593
2021 Q1	$3K	Buy	+62	New	+$3.02K	﹤0.01%	705

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 $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 40.91% 1-Year Est. Return

Jones Financial Companies's L Position: Q2 2026 in Review

Jones Financial Companies increased its Loews (L) stake by 14% in Q2 2026, buying an estimated $176K and bringing the position to 13,285 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1692.

Jones Financial Companies first reported a position in L in Q1 2021 and has held it in 11 quarters since. 780 funds tracked by Wall St. Rank hold L as of Q2 2026.

Jones Financial Companies held 13,285 shares of Loews worth $1.5M as of Q2 2026.
Jones Financial Companies bought 1,620 Loews shares in Q2 2026, an estimated $176K.
Loews made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1692 holding.
Jones Financial Companies first reported a position in Loews in Q1 2021 and has held it in 11 quarters since.
780 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.