Loomis Sayles GLBL Alloc-YLSWWX
13F holders, Q4 2025 (December 31)1holders
0new positions
0sold out
$25.73avg. 13F price*
At the end of Q4 2025, 1 institutions reported holding Loomis Sayles GLBL Alloc-Y (LSWWX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holder was Garton & Associates Financial Advisors LLC ($16K).
- Company
- Loomis Sayles GLBL Alloc-Y
- CUSIP
- 543487870
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 1 holders
| Garton & Associates Financial Advisors LLC | 0.01% | — | 625 | $16K |
"% of holder's portfolio" is LSWWX's weight in each manager's 13F, not the share of Loomis Sayles GLBL Alloc-Y the manager owns.