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Kestra Private Wealth Services’s Loews L Stock Holding History

Kestra Private Wealth 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 		$1.49M Sell
13,930
-3,391
-20% -$363K 0.02% 656
2025
Q4 		$1.82M Buy
17,321
+8,248
+91% +$852K 0.02% 576
2025
Q3 		$911K Sell
9,073
-8
-0.1% -$756 0.01% 822
2025
Q2 		$832K Sell
9,081
-30
-0.3% -$2.63K 0.01% 811
2025
Q1 		$837K Buy
9,111
+1,000
+12% +$85.5K 0.01% 746
2024
Q4 		$687K Buy
8,111
+9
+0.1% +$742 0.01% 788
2024
Q3 		$640K Hold
8,102
– – 0.01% 775
2024
Q2 		$606K Sell
8,102
-10
-0.1% -$758 0.01% 754
2024
Q1 		$635K Buy
8,112
+19
+0.2% +$1.41K 0.01% 706
2023
Q4 		$563K Sell
8,093
-42
-0.5% -$2.79K 0.01% 688
2023
Q3 		$515K Sell
8,135
-44
-0.5% -$2.74K 0.02% 648
2023
Q2 		$486K Buy
8,179
+63
+0.8% +$3.65K 0.02% 649
2023
Q1 		$471K Hold
8,116
– – 0.02% 621
2022
Q4 		$473K Sell
8,116
-38
-0.5% -$2.12K 0.02% 537
2022
Q3 		$406K Sell
8,154
-23
-0.3% -$1.29K 0.02% 553
2022
Q2 		$485K Hold
8,177
– – 0.03% 517
2022
Q1 		$530K Hold
8,177
– – 0.03% 556
2021
Q4 		$472K Hold
8,177
– – 0.02% 617
2021
Q3 		$441K Hold
8,177
– – 0.02% 575
2021
Q2 		$447K Sell
8,177
-10
-0.1% -$560 0.03% 537
2021
Q1 		$420K Buy
8,187
+93
+1% +$4.53K 0.03% 496
2020
Q4 		$360K Buy
8,094
+69
+0.9% +$2.77K 0.03% 522
2020
Q3 		$279K Buy
+8,025
New +$288K 0.02% 504

Other funds holding L

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kestra Private Wealth Services's L Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Loews (L) stake by 20% in Q1 2026, selling an estimated $363K and leaving 13,930 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #656.

Kestra Private Wealth Services first reported a position in L in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.82M in Q4 2025. 769 funds tracked by Wall St. Rank hold L as of Q1 2026.

  • Kestra Private Wealth Services held 13,930 shares of Loews worth $1.49M as of Q1 2026.
  • Kestra Private Wealth Services sold 3,391 Loews shares in Q1 2026, an estimated $363K.
  • Loews made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #656 holding.
  • Kestra Private Wealth Services first reported a position in Loews in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Loews position peaked at $1.82M in Q4 2025.
  • 769 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.