USA Financial Formulas’s Loews L Stock Holding History

USA Financial Formulas’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	$107K	Buy	+945	New	+$102K	0.02%	173
2026 Q1	–	Sell	-1,418	Closed	-$149K	–	493
2025 Q4	$149K	Buy	+1,418	New	+$146K	0.03%	157
2024 Q4	–	Sell	-2,604	Closed	-$206K	–	335
2024 Q3	$206K	Sell	2,604 -300	-10%	-$23.5K	0.03%	153
2024 Q2	$217K	Buy	+2,904	New	+$220K	0.04%	155
2023 Q4	–	Sell	-49	Closed	-$3.1K	–	454
2023 Q3	$3.1K	Hold	49	–	–	﹤0.01%	294
2023 Q2	$2.91K	Hold	49	–	–	﹤0.01%	269
2023 Q1	$2.84K	Buy	+49	New	+$2.9K	﹤0.01%	200
2022 Q3	$2K	Hold	49	–	–	﹤0.01%	187
2022 Q2	$3K	Buy	+49	New	+$3.08K	﹤0.01%	175
2017 Q2	–	Sell	-71,480	Closed	-$3.34M	–	273
2017 Q1	$3.34M	Sell	71,480 -1,620	-2%	-$75.7K	0.81%	45
2016 Q4	$3.42M	Buy	+73,100	New	+$3.21M	0.85%	31
2016 Q3	–	Sell	-58,664	Closed	-$2.41M	–	270
2016 Q2	$2.41M	Buy	+58,664	New	+$2.33M	0.66%	55

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 40.91% 1-Year Est. Return

USA Financial Formulas's L Position: Q2 2026 in Review

USA Financial Formulas opened a new position in Loews (L) in Q2 2026: 945 shares worth $107K. The stake represents 0.02% of the portfolio and ranks #173 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in L as recently as Q4 2025.

USA Financial Formulas first reported a position in L in Q2 2016 and has held it in 12 quarters since. The position peaked at $3.42M in Q4 2016. 780 funds tracked by Wall St. Rank hold L as of Q2 2026.

USA Financial Formulas held 945 shares of Loews worth $107K as of Q2 2026.
Loews was a new USA Financial Formulas position in Q2 2026.
Loews made up 0.02% of USA Financial Formulas's portfolio in Q2 2026, its #173 holding.
USA Financial Formulas first reported a position in Loews in Q2 2016 and has held it in 12 quarters since.
USA Financial Formulas's Loews position peaked at $3.42M in Q4 2016.
780 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.