Transamerica Financial Advisors’s Loews L Stock Holding History

Transamerica Financial Advisors’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	$13.9K	Sell	123 -13	-10%	-$1.41K	﹤0.01%	932
2026 Q1	$14.5K	Buy	136 +55	+68%	+$5.89K	﹤0.01%	854
2025 Q4	$8.53K	Buy	81 +14	+21%	+$1.45K	﹤0.01%	872
2025 Q3	$6.73K	Buy	+67	New	+$6.33K	﹤0.01%	808
2024 Q3	–	Sell	-1	Closed	-$1K	–	632
2024 Q2	$1K	Hold	1	–	–	﹤0.01%	476
2024 Q1	$1K	Hold	1	–	–	﹤0.01%	521
2023 Q4	$1K	Hold	1	–	–	﹤0.01%	509
2023 Q3	$1K	Hold	1	–	–	﹤0.01%	532
2023 Q2	$1K	Buy	+1	New	+$58	﹤0.01%	503
2023 Q1	–	Sell	-1	Closed	-$1K	–	668
2022 Q4	$1K	Hold	1	–	–	﹤0.01%	554
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	521
2022 Q2	$1K	Buy	+1	New	+$63	﹤0.01%	537
2016 Q1	–	Sell	-1	Closed	-$1K	–	820
2015 Q4	$1K	Hold	1	–	–	﹤0.01%	766
2015 Q3	$1K	Sell	1 -136	-99%	-$5.09K	﹤0.01%	762
2015 Q2	$6K	Sell	137 -12	-8%	-$488	﹤0.01%	681
2015 Q1	$7K	Sell	149 -72	-33%	-$2.92K	﹤0.01%	668
2014 Q4	$10K	Buy	221 +189	+591%	+$7.92K	﹤0.01%	500
2014 Q3	$2K	Hold	32	–	–	﹤0.01%	574
2014 Q2	$2K	Hold	32	–	–	﹤0.01%	586
2014 Q1	$2K	Sell	32 -30,111	-100%	-$1.35M	﹤0.01%	552
2013 Q4	$1.46M	Buy	30,143 +1,664	+6%	+$79.5K	0.16%	76
2013 Q3	$1.33M	Buy	28,479 +6,608	+30%	+$304K	0.17%	82
2013 Q2	$972K	Buy	+21,871	New	+$980K	0.16%	75

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 $3.38T AUM 44.17% 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

Transamerica Financial Advisors's L Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Loews (L) stake by 9.6% in Q2 2026, selling an estimated $1.41K and leaving 123 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Transamerica Financial Advisors first reported a position in L in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.46M in Q4 2013. 786 funds tracked by Wall St. Rank hold L as of Q2 2026.

Transamerica Financial Advisors held 123 shares of Loews worth $13.9K as of Q2 2026.
Transamerica Financial Advisors sold 13 Loews shares in Q2 2026, an estimated $1.41K.
Loews made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #932 holding.
Transamerica Financial Advisors first reported a position in Loews in Q2 2013 and has held it in 23 quarters since.
Transamerica Financial Advisors's Loews position peaked at $1.46M in Q4 2013.
786 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.