TFO Wealth Partners’s Loews L Stock Holding History

TFO Wealth 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	$764K	Hold	6,750	–	–	0.08%	42
2026 Q1	$720K	Buy	+6,750	New	+$723K	0.1%	44
2024 Q2	–	Sell	-1	Closed	-$78	–	445
2024 Q1	$78	Hold	1	–	–	﹤0.01%	676
2023 Q4	$70	Hold	1	–	–	﹤0.01%	839
2023 Q3	$59	Hold	1	–	–	﹤0.01%	1038
2023 Q2	$59	Hold	1	–	–	﹤0.01%	748
2023 Q1	$58	Sell	1 -1	-50%	-$59	﹤0.01%	731
2022 Q4	$973	Buy	+2	New	+$111	﹤0.01%	376

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

TFO Wealth Partners's L Position: Q2 2026 in Review

TFO Wealth Partners held its Loews (L) position steady in Q2 2026 at 6,750 shares worth $764K. The position accounts for 0.08% of the portfolio, ranked #42.

TFO Wealth Partners first reported a position in L in Q4 2022 and has held it in 8 quarters since. 785 funds tracked by Wall St. Rank hold L as of Q2 2026.

TFO Wealth Partners held 6,750 shares of Loews worth $764K as of Q2 2026.
TFO Wealth Partners left its Loews share count unchanged in Q2 2026.
Loews made up 0.08% of TFO Wealth Partners's portfolio in Q2 2026, its #42 holding.
TFO Wealth Partners first reported a position in Loews in Q4 2022 and has held it in 8 quarters since.
785 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on TFO Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.