LOWE BROCKENBROUGH & CO INC: 13F holdings
CIK 226572026Q2
| Positions | 341 |
|---|
| Reported value | $2.2bn |
|---|
| Filed | 2026-08-03 |
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Change since last quarter
| Positions | 341 (+12 vs prior quarter) |
|---|
| Reported value | $2.2bn (+12.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 254,751 | $190.8m | 8.5% |
| ACWI ISHARES TR | 542,352 | $85.1m | 3.8% |
| AAPL APPLE INC | 274,474 | $79.4m | 3.5% |
| EWJ ISHARES TR | 760,416 | $72.6m | 3.2% |
| VEA VANGUARD TAX-MANAGED FDS | 951,649 | $67.8m | 3.0% |
| AGG ISHARES TR | 678,593 | $67.2m | 3.0% |
| SCHG SCHWAB STRATEGIC TR | 1,713,342 | $58.0m | 2.6% |
| MSFT MICROSOFT CORP | 153,883 | $57.4m | 2.6% |
| GOOG ALPHABET INC | 154,129 | $54.5m | 2.4% |
| IJH ISHARES TR | 674,296 | $52.0m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="22657")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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