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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Root Financial Partners's L Position: Q2 2026 in Review

Root Financial Partners sold out of Loews (L) in Q2 2026, closing a stake of 830 shares — an estimated $88.6K sold.

Root Financial Partners first reported a position in L in Q3 2025 and held it in 3 quarters. The position peaked at $88.6K in Q1 2026. 785 funds tracked by Wall St. Rank hold L as of Q2 2026.

Root Financial Partners reported no remaining Loews position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 830 Loews shares in Q2 2026, an estimated $88.6K.
Root Financial Partners first reported a position in Loews in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Loews position peaked at $88.6K in Q1 2026.
785 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.