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Brighton Jones LLC’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Brighton Jones LLC’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 		$3.06M Buy
62,114
+58,051
+1,429% +$2.87M 0.06% 220
2026
Q1 		$201K Buy
+4,063
New +$203K ﹤0.01% 1094

Other funds holding LONZ

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Brighton Jones LLC's LONZ Position: Q2 2026 in Review

Brighton Jones LLC increased its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 1,429% in Q2 2026, buying an estimated $2.87M and bringing the position to 62,114 shares worth $3.06M. The position accounts for 0.06% of the portfolio, ranked #220.

Brighton Jones LLC first reported a position in LONZ in Q1 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

  • Brighton Jones LLC held 62,114 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $3.06M as of Q2 2026.
  • Brighton Jones LLC bought 58,051 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $2.87M.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up 0.06% of Brighton Jones LLC's portfolio in Q2 2026, its #220 holding.
  • Brighton Jones LLC first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q1 2026 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.