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 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 $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

TFO Wealth Partners's L Position: Q1 2026 in Review

TFO Wealth Partners opened a new position in Loews (L) in Q1 2026: 6,750 shares worth $720K. The stake represents 0.1% of the portfolio and ranks #44 among its holdings. This is a return to the name: TFO Wealth Partners previously reported a position in L as recently as Q1 2024.

TFO Wealth Partners first reported a position in L in Q4 2022 and has held it in 7 quarters since. 769 funds tracked by Wall St. Rank hold L as of Q1 2026.

TFO Wealth Partners held 6,750 shares of Loews worth $720K as of Q1 2026.
Loews was a new TFO Wealth Partners position in Q1 2026.
Loews made up 0.1% of TFO Wealth Partners's portfolio in Q1 2026, its #44 holding.
TFO Wealth Partners first reported a position in Loews in Q4 2022 and has held it in 7 quarters since.
769 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on TFO Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.