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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Root Financial Partners's L Position: Q1 2026 in Review

Root Financial Partners increased its Loews (L) stake by 43% in Q1 2026, buying an estimated $26.9K and bringing the position to 830 shares worth $88.6K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Root Financial Partners first reported a position in L in Q3 2025 and has held it in 3 quarters since. 770 funds tracked by Wall St. Rank hold L as of Q1 2026.

Root Financial Partners held 830 shares of Loews worth $88.6K as of Q1 2026.
Root Financial Partners bought 251 Loews shares in Q1 2026, an estimated $26.9K.
Loews made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #618 holding.
Root Financial Partners first reported a position in Loews in Q3 2025 and has held it in 3 quarters since.
770 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.