Private Wealth Management Group’s Loews L Stock Holding History

Private Wealth Management Group’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	$14.8K	Hold	142	–	–	﹤0.01%	520
2026 Q2	$16.1K	Hold	142	–	–	﹤0.01%	442
2026 Q1	$15.2K	Sell	142 -10	-7%	-$1.07K	﹤0.01%	400
2025 Q4	$16K	Hold	152	–	–	﹤0.01%	378
2025 Q3	$15.3K	Hold	152	–	–	﹤0.01%	400
2025 Q2	$13.9K	Buy	152 +54	+55%	+$4.74K	﹤0.01%	396
2025 Q1	$9.01K	Sell	98 -14	-13%	-$1.2K	﹤0.01%	502
2024 Q4	$9.49K	Buy	112 +47	+72%	+$3.87K	﹤0.01%	492
2024 Q3	$5.14K	Buy	65 +4	+7%	+$314	﹤0.01%	724
2024 Q2	$4.56K	Hold	61	–	–	﹤0.01%	738
2024 Q1	$4.78K	Hold	61	–	–	﹤0.01%	637
2023 Q4	$4.24K	Buy	+61	New	+$4.06K	﹤0.01%	689

Other funds holding L

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Private Wealth Management Group's L Position: Q3 2026 in Review

Private Wealth Management Group held its Loews (L) position steady in Q3 2026 at 142 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Private Wealth Management Group first reported a position in L in Q4 2023 and has held it in 12 quarters since. The position peaked at $16.1K in Q2 2026. 425 funds tracked by Wall St. Rank hold L as of Q3 2026.

Private Wealth Management Group held 142 shares of Loews worth $14.8K as of Q3 2026.
Private Wealth Management Group left its Loews share count unchanged in Q3 2026.
Loews made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #520 holding.
Private Wealth Management Group first reported a position in Loews in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Loews position peaked at $16.1K in Q2 2026.
425 funds tracked by Wall St. Rank held Loews as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.