Next Level Wealth Planning
L icon

Next Level Wealth Planning’s Loews L Stock Holding History

Next Level Wealth Planning’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
Q3 		$4.18K Buy
+40
New +$4.48K ﹤0.01% 398

Other funds holding L

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Next Level Wealth Planning's L Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Loews (L) in Q3 2026: 40 shares worth $4.18K. The stake represents ﹤0.01% of the portfolio and ranks #398 among its holdings.

391 funds tracked by Wall St. Rank hold L as of Q3 2026.

  • Next Level Wealth Planning held 40 shares of Loews worth $4.18K as of Q3 2026.
  • Loews was a new Next Level Wealth Planning position in Q3 2026.
  • Loews made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #398 holding.
  • 391 funds tracked by Wall St. Rank held Loews as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.