Perigon Wealth Management
L icon

Perigon Wealth Management’s Loews L Stock Holding History

Perigon Wealth Management’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 		$333K Buy
3,186
+197
+7% +$22.1K 0.01% 1087
2026
Q2 		$338K Buy
2,989
+250
+9% +$27.1K 0.01% 1050
2026
Q1 		$292K Buy
2,739
+113
+4% +$12.1K 0.01% 1032
2025
Q4 		$277K Buy
2,626
+35
+1% +$3.61K ﹤0.01% 1052
2025
Q3 		$260K Sell
2,591
-92
-3% -$8.7K 0.01% 1034
2025
Q2 		$246K Sell
2,683
-521
-16% -$45.7K 0.01% 919
2025
Q1 		$295K Sell
3,204
-102
-3% -$8.73K 0.01% 816
2024
Q4 		$285K Buy
3,306
+183
+6% +$15.1K 0.01% 842
2024
Q3 		$247K Buy
3,123
+439
+16% +$34.4K 0.01% 857
2024
Q2 		$201K Buy
2,684
+51
+2% +$3.86K 0.01% 815
2024
Q1 		$206K Buy
+2,633
New +$195K 0.01% 802
2021
Q1 		– Sell
-608
Closed -$27K – 795
2020
Q4 		$27K Buy
+608
New +$24.4K ﹤0.01% 937

Other funds holding L

O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
EIM
Ervin Investment Management Seattle, Washington $186M AUM 13.72% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Walleye Partners
Walleye Partners Madison, Wisconsin $89M AUM 5.66% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Perigon Wealth Management's L Position: Q3 2026 in Review

Perigon Wealth Management increased its Loews (L) stake by 6.6% in Q3 2026, buying an estimated $22.1K and bringing the position to 3,186 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #1087.

Perigon Wealth Management first reported a position in L in Q4 2020 and has held it in 12 quarters since. The position peaked at $338K in Q2 2026. 160 funds tracked by Wall St. Rank hold L as of Q3 2026.

  • Perigon Wealth Management held 3,186 shares of Loews worth $333K as of Q3 2026.
  • Perigon Wealth Management bought 197 Loews shares in Q3 2026, an estimated $22.1K.
  • Loews made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1087 holding.
  • Perigon Wealth Management first reported a position in Loews in Q4 2020 and has held it in 12 quarters since.
  • Perigon Wealth Management's Loews position peaked at $338K in Q2 2026.
  • 160 funds tracked by Wall St. Rank held Loews as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.