Loomis Sayles Growth-YLSGRX
13F holders, Q2 2026 (June 30)3holders
1new positions
1sold out
$31.37avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Loomis Sayles Growth-Y (LSGRX) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were Kelleher Financial Advisors ($206K), Oakworth Capital, Inc. ($24K) and Financial Gravity Companies, Inc. ($18K).
- Company
- Loomis Sayles Growth-Y
- CUSIP
- 543487110
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $24K |
| Exits | 1 | $71K |
All 13F filers, Q1 2026 → Q2 2026: 4,046 shares bought and 330 shares sold, net +3,716 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Kelleher Financial Advisors | 0.03% | Add +100.0% | 6,568 | $206K |
| Oakworth Capital, Inc. | 0.00% | New | 762 | $24K |
| Financial Gravity Companies, Inc. | 0.00% | — | 580 | $18K |
"% of holder's portfolio" is LSGRX's weight in each manager's 13F, not the share of Loomis Sayles Growth-Y the manager owns.