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Summit Financial’s Loews L Stock Holding History

Summit Financial’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 		$220K Sell
1,939
-153
-7% -$16.6K ﹤0.01% 1483
2026
Q1 		$223K Buy
+2,092
New +$224K ﹤0.01% 1308
2025
Q4 		– Sell
-2,131
Closed -$214K – 1313
2025
Q3 		$214K Buy
+2,131
New +$201K ﹤0.01% 1182

Other funds holding L

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Summit Financial's L Position: Q2 2026 in Review

Summit Financial reduced its Loews (L) stake by 7.3% in Q2 2026, selling an estimated $16.6K and leaving 1,939 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

Summit Financial first reported a position in L in Q3 2025 and has held it in 3 quarters since. The position peaked at $223K in Q1 2026. 785 funds tracked by Wall St. Rank hold L as of Q2 2026.

  • Summit Financial held 1,939 shares of Loews worth $220K as of Q2 2026.
  • Summit Financial sold 153 Loews shares in Q2 2026, an estimated $16.6K.
  • Loews made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1483 holding.
  • Summit Financial first reported a position in Loews in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Loews position peaked at $223K in Q1 2026.
  • 785 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.