Planning Strategies Inc.’s Loews L Stock Holding History

Planning Strategies Inc.’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	$1.7K	Buy	+15	New	+$1.63K	﹤0.01%	633

Other funds holding L

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

Planning Strategies Inc.'s L Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Loews (L) in Q2 2026: 15 shares worth $1.7K. The stake represents ﹤0.01% of the portfolio and ranks #633 among its holdings.

244 funds tracked by Wall St. Rank hold L as of Q2 2026.

Planning Strategies Inc. held 15 shares of Loews worth $1.7K as of Q2 2026.
Loews was a new Planning Strategies Inc. position in Q2 2026.
Loews made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #633 holding.
244 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.