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PlanVest Financial, Inc

Position in LOW — Lowes Companies Inc

CIK 2135239 GAITHERSBURG, MD

Position in LOW

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$289,944
-$20,055 QoQ
Shares Held
1,315
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#2,031
of 2,639 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in LOW Over Time

Shares Held

Position Value (USD)

Position in Home Improvement Retail

Consumer Cyclical · as of Jun 30, 2026

PlanVest Financial, Inc holds $403,506 across 2 Home Improvement Retail names. LOW ranks #1 (71.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LOW
Lowes Companies Inc
This page
1,315 $289,944

All Filings in LOW

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $289,944 1,315
2026-03-31 $309,999 1,312