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Beacon Capital Management Inc (Ohio)’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio LONZ Stock Details LONZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$87.9K Buy
1,783
+214
+14% +$10.6K 0.01% 70
2026
Q1 		$77.5K Buy
1,569
+892
+132% +$44.5K ﹤0.01% 67
2025
Q4 		$34K Buy
677
+511
+308% +$25.9K ﹤0.01% 68
2025
Q3 		$8.48K Buy
+166
New +$8.45K ﹤0.01% 105

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FWP
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CAP
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GI
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ML
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Cambridge Investment Research Advisors
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Beacon Capital Management Inc (Ohio)'s LONZ Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) increased its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 14% in Q2 2026, buying an estimated $10.6K and bringing the position to 1,783 shares worth $87.9K. The position accounts for 0.01% of the portfolio, ranked #70.

Beacon Capital Management Inc (Ohio) first reported a position in LONZ in Q3 2025 and has held it in 4 quarters since. 72 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

  • Beacon Capital Management Inc (Ohio) held 1,783 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $87.9K as of Q2 2026.
  • Beacon Capital Management Inc (Ohio) bought 214 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $10.6K.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up 0.01% of Beacon Capital Management Inc (Ohio)'s portfolio in Q2 2026, its #70 holding.
  • Beacon Capital Management Inc (Ohio) first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
  • 72 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.