TCFG Wealth Management’s Loews L Stock Holding History

TCFG Wealth Management’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	$213K	Hold	2,000	–	–	0.08%	256
2025 Q4	$211K	Hold	2,000	–	–	0.08%	249
2025 Q3	$201K	Buy	+2,000	New	+$189K	0.08%	250

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

TCFG Wealth Management's L Position: Q1 2026 in Review

TCFG Wealth Management held its Loews (L) position steady in Q1 2026 at 2,000 shares worth $213K. The position accounts for 0.08% of the portfolio, ranked #256.

TCFG Wealth Management first reported a position in L in Q3 2025 and has held it in 3 quarters since. 772 funds tracked by Wall St. Rank hold L as of Q1 2026.

TCFG Wealth Management held 2,000 shares of Loews worth $213K as of Q1 2026.
TCFG Wealth Management left its Loews share count unchanged in Q1 2026.
Loews made up 0.08% of TCFG Wealth Management's portfolio in Q1 2026, its #256 holding.
TCFG Wealth Management first reported a position in Loews in Q3 2025 and has held it in 3 quarters since.
772 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.