Coastal Bridge Advisors’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Coastal Bridge Advisors’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	$918K	Buy	18,611 +2,305	+14%	+$114K	0.06%	234
2026 Q1	$805K	Buy	16,306 +3,498	+27%	+$174K	0.06%	243
2025 Q4	$644K	Buy	12,808 +1,330	+12%	+$67.3K	0.05%	275
2025 Q3	$586K	Buy	11,478 +2,720	+31%	+$139K	0.04%	271
2025 Q2	$447K	Buy	8,758 +837	+11%	+$42.1K	0.04%	304
2025 Q1	$399K	Buy	+7,921	New	+$402K	0.04%	307

Other funds holding LONZ

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

FWP

Flatrock Wealth Partners Newport Beach, California $255M AUM

CAP

Cordoba Advisory Partners New York $472M AUM

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Coastal Bridge Advisors's LONZ Position: Q2 2026 in Review

Coastal Bridge Advisors increased its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 14% in Q2 2026, buying an estimated $114K and bringing the position to 18,611 shares worth $918K. The position accounts for 0.06% of the portfolio, ranked #234.

Coastal Bridge Advisors first reported a position in LONZ in Q1 2025 and has held it in 6 quarters since. 72 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

Coastal Bridge Advisors held 18,611 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $918K as of Q2 2026.
Coastal Bridge Advisors bought 2,305 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $114K.
PIMCO Senior Loan Active Exchange-Traded Fund made up 0.06% of Coastal Bridge Advisors's portfolio in Q2 2026, its #234 holding.
Coastal Bridge Advisors first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q1 2025 and has held it in 6 quarters since.
72 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.