Kestra Advisory Services’s Loews L Stock Holding History

Kestra Advisory Services’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 Q1	$306K	Sell	2,864 -210	-7%	-$22.5K	﹤0.01%	2607
2025 Q4	$324K	Buy	3,074 +36	+1%	+$3.72K	﹤0.01%	2482
2025 Q3	$305K	Sell	3,038 -113	-4%	-$10.7K	﹤0.01%	2429
2025 Q2	$289K	Buy	3,151 +316	+11%	+$27.7K	﹤0.01%	2379
2025 Q1	$261K	Sell	2,835 -461	-14%	-$39.4K	﹤0.01%	2273
2024 Q4	$279K	Buy	3,296 +82	+3%	+$6.76K	﹤0.01%	2278
2024 Q3	$254K	Buy	3,214 +284	+10%	+$22.3K	﹤0.01%	2202
2024 Q2	$219K	Buy	2,930 +172	+6%	+$13K	﹤0.01%	2347
2024 Q1	$216K	Sell	2,758 -4,056	-60%	-$300K	﹤0.01%	2226
2023 Q4	$474K	Buy	+6,814	New	+$453K	﹤0.01%	1563
2023 Q1	–	Sell	-4,579	Closed	-$267K	–	2213
2022 Q4	$267K	Buy	4,579 +244	+6%	+$13.6K	﹤0.01%	1821
2022 Q3	$216K	Buy	4,335 +238	+6%	+$13.4K	﹤0.01%	1823
2022 Q2	$243K	Buy	4,097 +399	+11%	+$25.1K	﹤0.01%	1772
2022 Q1	$240K	Buy	3,698 +179	+5%	+$11K	﹤0.01%	1727
2021 Q4	$203K	Buy	+3,519	New	+$200K	﹤0.01%	1870

Other funds holding L

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kestra Advisory Services's L Position: Q1 2026 in Review

Kestra Advisory Services reduced its Loews (L) stake by 6.8% in Q1 2026, selling an estimated $22.5K and leaving 2,864 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #2607.

Kestra Advisory Services first reported a position in L in Q4 2021 and has held it in 15 quarters since. The position peaked at $474K in Q4 2023. 769 funds tracked by Wall St. Rank hold L as of Q1 2026.

Kestra Advisory Services held 2,864 shares of Loews worth $306K as of Q1 2026.
Kestra Advisory Services sold 210 Loews shares in Q1 2026, an estimated $22.5K.
Loews made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2607 holding.
Kestra Advisory Services first reported a position in Loews in Q4 2021 and has held it in 15 quarters since.
Kestra Advisory Services's Loews position peaked at $474K in Q4 2023.
769 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.