Twin Peaks Wealth Advisors’s Loews L Stock Holding History

Twin Peaks Wealth 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	–	Sell	-269	Closed	-$28.7K	–	1303
2026 Q1	$28.7K	Buy	+269	New	+$28.8K	0.01%	591
2025 Q3	–	Sell	-148	Closed	-$14K	–	1233
2025 Q2	$14K	Buy	+148	New	+$13K	﹤0.01%	756

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

Twin Peaks Wealth Advisors's L Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Loews (L) in Q2 2026, closing a stake of 269 shares — an estimated $28.7K sold.

Twin Peaks Wealth Advisors first reported a position in L in Q2 2025 and held it in 2 quarters. The position peaked at $28.7K in Q1 2026. 786 funds tracked by Wall St. Rank hold L as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Loews position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 269 Loews shares in Q2 2026, an estimated $28.7K.
Twin Peaks Wealth Advisors first reported a position in Loews in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Loews position peaked at $28.7K in Q1 2026.
786 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.