Loomis Sayles Growth-YLSGRX
13F holders, Q1 2026 (March 31)3holders −1
1new positions
1sold out
$43.88avg. 13F price*
At the end of Q1 2026, 3 institutions reported holding Loomis Sayles Growth-Y (LSGRX) in their 13F filings, down 1 from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Kelleher Financial Advisors ($96K), VSM Wealth Advisory, LLC ($71K) and Financial Gravity Asset Management, Inc. ($17K).
- Company
- Loomis Sayles Growth-Y
- Filed as
- LAM RESH CORP (Q1 2026)
- CUSIP
- 543487110
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $71K |
| Exits | 1 | $22K |
All 13F filers, Q4 2025 → Q1 2026: 330 shares bought and 1,113 shares sold, net −783 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Kelleher Financial Advisors | 0.02% | Reduce -12.0% | 3,284 | $96K |
| VSM Wealth Advisory, LLC | 0.02% | New | 330 | $71K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 580 | $17K |
"% of holder's portfolio" is LSGRX's weight in each manager's 13F, not the share of Loomis Sayles Growth-Y the manager owns.