Root Financial Partners
L icon

Root Financial Partners’s Loews L Stock Holding History

Root Financial Partners’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 		$94.4K Buy
+904
New +$101K ﹤0.01% 761
2026
Q2 		– Sell
-830
Closed -$88.6K – 1924
2026
Q1 		$88.6K Buy
830
+251
+43% +$26.9K ﹤0.01% 618
2025
Q4 		$61K Buy
579
+73
+14% +$7.54K ﹤0.01% 643
2025
Q3 		$50.8K Buy
+506
New +$47.8K ﹤0.01% 666

Other funds holding L

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's L Position: Q3 2026 in Review

Root Financial Partners opened a new position in Loews (L) in Q3 2026: 904 shares worth $94.4K. The stake represents ﹤0.01% of the portfolio and ranks #761 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in L as recently as Q1 2026.

Root Financial Partners first reported a position in L in Q3 2025 and has held it in 4 quarters since. 661 funds tracked by Wall St. Rank hold L as of Q3 2026.

  • Root Financial Partners held 904 shares of Loews worth $94.4K as of Q3 2026.
  • Loews was a new Root Financial Partners position in Q3 2026.
  • Loews made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #761 holding.
  • Root Financial Partners first reported a position in Loews in Q3 2025 and has held it in 4 quarters since.
  • 661 funds tracked by Wall St. Rank held Loews as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.