Regent Peak Wealth Advisors’s Loews L Stock Holding History

Regent Peak Wealth Advisors’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 Q2	$311K	Buy	2,747 +29	+1%	+$3.14K	0.06%	147
2026 Q1	$290K	Buy	2,718 +7	+0.3%	+$749	0.06%	145
2025 Q4	$285K	Sell	2,711 -2	-0.1%	-$207	0.06%	141
2025 Q3	$272K	Buy	+2,713	New	+$256K	0.05%	142
2025 Q1	$248K	Sell	2,700 -23	-0.8%	-$1.97K	0.06%	139
2024 Q4	$231K	Buy	2,723 +32	+1%	+$2.64K	0.05%	146
2024 Q3	$213K	Buy	+2,691	New	+$211K	0.05%	163
2024 Q2	–	Sell	-2,653	Closed	-$208K	–	172
2024 Q1	$208K	Buy	+2,653	New	+$196K	0.05%	160
2022 Q2	–	Sell	-3,264	Closed	-$212K	–	166
2022 Q1	$212K	Buy	+3,264	New	+$200K	0.06%	157
2021 Q1	–	Sell	-3,179	Closed	-$143K	–	595
2020 Q4	$143K	Buy	+3,179	New	+$128K	0.05%	176

Other funds holding L

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

OKSA

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

EIM

Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Regent Peak Wealth Advisors's L Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Loews (L) stake by 1.1% in Q2 2026, buying an estimated $3.14K and bringing the position to 2,747 shares worth $311K. The position accounts for 0.06% of the portfolio, ranked #147.

Regent Peak Wealth Advisors first reported a position in L in Q4 2020 and has held it in 10 quarters since. 137 funds tracked by Wall St. Rank hold L as of Q2 2026.

Regent Peak Wealth Advisors held 2,747 shares of Loews worth $311K as of Q2 2026.
Regent Peak Wealth Advisors bought 29 Loews shares in Q2 2026, an estimated $3.14K.
Loews made up 0.06% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #147 holding.
Regent Peak Wealth Advisors first reported a position in Loews in Q4 2020 and has held it in 10 quarters since.
137 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.